Experience, Expertise and Reputation
We currently provide a complete range of services for employee benefit plans including audits, consulting services and tax return preparation to over 30 benefit plans. Most of the employee benefit plans we currently serve are self-directed plans which invest primarily in mutual funds, pooled separate accounts of insurance companies, and master trusts of banks.
Our principals and staff members share a commitment to providing excellent and timely service to our clients. It is this precept that has enabled our firm to dramatically increase our client base in providing services to employee benefit plans.
The employee benefit plan services we provide include the following:
We believe CAUSEY is the most qualified firm to provide services to the employee benefit plan industry for the following reasons:
For more information, please contact: