Document Preparation


IRS Compliance:


In order for contributions to qualify for a deduction, the IRS mandates strict compliance with its requirements. FBG closely works with a client’s professional team to ensure that whichever plan is drafted fully complies with all IRS and Department of Labor rules and regulations.

FBG constantly monitors industry sites and governmental announcements, for both required and discretionary periodic amendments to clients’ plans. Once FBG determines that an amendment may need to be incorporated, every affected client is notified and involved in deciding how best to proceed. Should the time come for termination of a plan, FBG is involved in all areas, including benefit calculations, drafting of necessary documents, completion of required forms and interaction with government agencies.

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