Technical Guidance – Resourceful Knowledge

Clients depend on us to serve as advisors for retirement plan issues.  Compliance with the Department of Labor, the Internal Revenue Service, and the Pension Benefit Guaranty Corporation (for defined benefit Plans) requires constant monitoring.  We provide qualified plan documents and signature ready DOL/IRS Form 5500 reporting.  We also host seminars to share emerging information, giving clients a clear picture of changing laws and guidelines.

Miles and Associates, Inc. subscribes to a wide variety of industry resources and publications in addition to maintaining a benefits attorney on retainer to assure leading edge knowledge of emerging benefit plan topics.  We also regularly attend seminars regarding new legislation on broad sweeping benefit topics, determine the impact on our customers and provide communication to clients as appropriate.

Department of Labor
Internal Revenue Service
PBGC