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Guest RockyTop2
Posted

I have a question that revolves around services that my firm can offer in addition to performing plan audits and preparing 5500's without negatively affecting our independence.

Does anyone else act in the capacity as T.P.A. and perform compliance testing (ADP&ACP) etc., the opportunity we have, would not include any participant level recordkeeping or custody of any plan assets.

Any advise or thoughts would be greatly appreciated.

:confused:

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