Document Compliance

Document Compliance

Document Compliance

Document Compliance


Ensuring that your plan is compliant with all of the changing legislation is one of the key components of our services. When Congress passes legislation into law, it may take years for the IRS to draft the final language of the law which must be inserted into your actual plan document.  No Plan Sponsor or even Advisor can possibly keep up with all of the changing laws, when they are in effect or how it affects their plan.

We keep you up to date of all mandatory and optional amendments that affect you and your plan. We will guide you through the best ways to change your current plan and how to plan for the future.

Tanner & Associates, Inc. – TPA since 1980
Retirement Success – Plan On It!
4536 Nelson Brogden Boulevard, Ste: 2, Bldg. D Sugar Hill, GA 30518
tel: (770) 614-4044 fax: (770) 614-4049