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Client Service

We take our commitment to client service very seriously; in fact, our service division has its own mission statement: “To service our clients in a prompt, accurate and precise manner, building a relationship based on trust and reliability, helping our clients become more successful.”

Quality client service is predicated on satisfying three groups:

The Business – helping you remain in compliance
Individual Participants – confirming that the individual is informed and receiving appropriate communication
Other Interested Parties – ensuring that the concerns of outside parties such as the auditors, IRS and other regulators are addressed

We know that it’s important to:

–  Be a trusted and value-added resource to our clients
–  Be accurate, precise and efficient
–  Tailor solutions to individual circumstances
–  Treat clients as we would like to be treated