Streamline your annual 401(k) plan audit with our self-service portal. Upload documents, connect your payroll, and track progress in real-time.
Sign up and provide basic information about your 401(k) plan to get started.
Connect your payroll provider and upload required documents through our secure portal.
Monitor your audit status in real-time and receive updates as we complete each step.
Bank-level encryption for all your sensitive data
Automated workflows reduce audit completion time
Know exactly where your audit stands at any time
Dedicated team of 401(k) audit specialists
Create your account today and streamline your 401(k) audit process.