Jeffrey L. Offhaus
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What We Offer
Bullet A quality audit at a fair fee.

Bullet Efficient coordination with the plan sponsor, trustee and administrator, that results in timely and accurate reporting.

Bullet Responsive technical support during the plan year.

Plan Resources
Bullet 403(b) Plans  (Tax-sheltered annuity plans)
Bullet FAS 157, “Fair Value Measurement”
Bullet Illustrative FAS 157 footnote disclosure
Bullet Employee Benefit Plans 101

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Community