EBP Technical Resource Center
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Our services

Senior advisory, scoped to how you work.

From a single question to an embedded retainer, every engagement is led by a senior ERISA, audit, or tax specialist.

Entry tier

Ask a Question

A quick, defensible answer to a single ERISA, audit, or compliance question — reviewed by a senior practitioner, typically within one business day.

  • Written response from a senior specialist
  • Upload supporting documents securely
  • $85 covers the initial 15-minute expert review. Additional time is billed at $85 per 15-minute increment, with your approval obtained before any further work is performed.
Submit a question

Education

Trainings & Professional Development

Firm-wide CPE, staff onboarding, and EBP audit methodology programs led by recognized industry instructors.

  • Half-day workshops on focused technical topics
  • Full-day programs covering audit methodology and ERISA fundamentals
  • Custom programs scoped to your firm's engagements and staff
Discuss a training program

Risk & quality

Quality Control, Compliance & Risk Management

Independent engagement reviews and firm-level inspections aligned with peer review and professional standards for employee benefit plan audits.

  • Engagement-level EBP audit quality reviews
  • Firm-level internal inspections and remediation planning
  • Pre-issuance review and findings remediation support
Request a quality review

Ongoing advisory

Monthly Retainer

Embedded technical support for firms and plan sponsors who need consistent access to senior ERISA, audit, and tax expertise.

Tier 1 — Foundational Advisory

$3,000/ month

Dependable access to senior technical guidance.

  • Up to 10 hours of technical consultation and advisory support
  • Email and phone support
  • Technical updates
  • Standard response within 1 business day
Request details

Tier 2 — Enhanced Advisory

$6,000/ month

For firms with active engagements requiring regular consultation.

  • Up to 20 hours of technical consultation and advisory support
  • Priority response within 4 business hours during normal business days
  • One-hour training session per quarter (in addition to monthly consultation hours)
  • Preferred pricing on inspections and reviews
Request details

Tier 3 — Strategic Partner

$10,000/ month

Embedded advisory support across multiple engagements and teams.

  • Up to 30 hours of technical consultation and advisory support
  • Expedited response within 2 business hours during normal business days
  • Two-hour training session per quarter (in addition to monthly consultation hours)
  • Preferred pricing on inspections and reviews
  • Customized training and technical briefings
  • Annual risk assessment
Request details

Additional consultation beyond the monthly allocation will be billed at the discounted retainer rate of $300 per hour unless otherwise specified in the engagement agreement.

Not sure which fits?

Start with a single question. We will recommend the right engagement model based on what we see.

Ask a question