Led by Bob McKendry, the group will offer a variety of consulting services to plan sponsors and will partner with financial advisors to provide strategic consulting and marketing services, according to a news release.
According to the announcement, the DailyAccess Consulting Services Group will deliver:
- compliance reviews,
- plan design studies including new comparability,
- projected testing,
- test failure solutions,
- plan corrections for operational failures,
- plan documents,
- IRS/DOL audit assistance, and
- technical research.
“The top tier industry professionals who make up the Consulting Services Group are experienced, credentialed, and capable of solving complex problems for plan sponsors and financial advisors, ” said Tommy Thomasson, President and CEO of DailyAccess.
More information is at www.dailyaccess.com .