Many employers offer benefits to recruit, retain and reward the employees that make their organizations successful. As the sponsor of a retirement plan, you, or someone you appoint, will be responsible for making important decisions involving plan assets. Equally important, your plan administrator needs to stay up-to-date on complex employee benefit plan (EBP) compliance standards, so you understand how to avoid unwanted surprises during an audit.
We know the world of employee benefits can be challenging, which is why you have access to professionals who can provide a variety of solutions – from both an administrative and compliance support perspective. From 401(k) audits to IRAs, group health to long-term care policies, DS+B and Rock Island Wealth Management have you covered.
Required Disclosure: Investment advice and retirement plan consulting services offered through Great Valley Advisor Group, a registered investment advisor. DS&B Ltd., Great Valley Advisor Group and Rock Island Wealth Management are separate entities.
Securities offered through LPL Financial, Member FINRA/SIPC. Mitch Stolba, the LPL Financial Registered Representative referenced on this page, may only discuss and/or transact securities business with residents in the following states: AK, AR, AZ, CO, GA, IA, IL, MN, MO, MT, SC, SD, WI.
Rock Island Wealth Management, Great Valley Advisor Group, Inc. and LPL Financial do not provide audit, tax or legal advisory services. Please contact DS&B, Ltd. or a qualified professional regarding your specific situation. Dan Gerhart is an employee of DS&B, Ltd., and not affiliated with LPL Financial.
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