Compliance

When legislative, regulatory or legal changes impact your retirement plan, you need specific guidance tailored to your situation. Where it’s dealing with 401(k) issues, problems with Form 5500, or challenges associated with the latest pension legislation, you can rely on CPD as your regulatory and compliance experts.

CPD – Throughout the years we have been able to perfect our process. We are experts; let us prove it to you.

how can we help you?

My goal was to implement a retirement plan that, at first, seemed very complicated. Ron and his team helped me understand and implement the plan in a timely manner. All of the individuals that work at the company are very knowledgeable and responsive. I highly recommend CPD.

Mitchell Wolk

Owner, Mitchell Wolk

Do you know what the penalties are when a plan is disqualified?

We can help!