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Audit Assistance

Coordination of Internal Revenue Service Audits

Internal Revenue Service audits are usually selected randomly by the IRS.  The primary objective is to ensure plans are following the applicable laws and regulations established for qualified plans.

Associated Pension Consultants, Inc. has more than ten Enrolled Retirement Plan Agents (ERPA) on staff.  Each ERPA is certified to represent clients before the IRS should a plan be selected for audit.

Should your plan ever be selected for IRS audit,  our office would work as a liaison between your office and the IRS agent, collecting, reviewing and providing requested information to the agent prior to the audit date.   We would also be available for all pension-related questions on the day of the audit.  We find this results in a smooth, concise audit process that works well for the client and the Internal Revenue Service agent.

Since our plan administrators and consultants work to ensure  year-end information conforms to IRS guidelines, the audit process timeline for most of our clients is minimized.

Please contact us for further information.

Associated Pension Consultants, Inc.
Call us Toll-Free at 877-484-0226

401 Broadhollow Road Suite 403, Melville NY 11747

Privacy Policy

Associated Pension Consultants is committed to protecting your  privacy. We do not sell, rent or otherwise share information about our customers or their participants. All information provided to Associated Pension Consultants remains absolutely confidential.

Associated Pension Consultants does not collect any participant  information from you except when specifically and knowingly provided by you. Examples of such information are names, Social Security Numbers, dates of birth, email addresses, physical addresses, and telephone numbers.

Please note that our primary form of communication is through electronic mail to our Primary Contact in your office. In the event that you assign the Primary Contact responsibility to another representative, please inform us immediately so that we may cease sharing information with the former Primary Contact.

Your Security

The security of your information is very important to us. We uses FT William technology & Citrix ShareFile to protect the security of your participants’ information, data and other materials exchanged between us. Our secure portal can only be accessed with a password to protect all information you send to Associated Pension Consultants. We strongly encourage you to exclusively utilize the secure portal in order to avoid data breaches, fraud, and/or identity theft.