Investigative Analysis

Developed by a Former DOL Senior Investigator, the ERISA SMART Investigative Analysis will help you gain an understanding on your level of compliance as it pertains to a DOL Investigation of your ERISA covered retirement plan. This tool is meant to duplicate a DOL Investigator interview of a plan sponsor or fiduciary. Answer the questions below to determine your compliance score.

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Disclaimer: Information in this report is not meant as specific advice or guidance for your retirement plan. ERISA SMART, Inc. and X Growth Solutions, LLC are not fiduciaries in any capacity. The ERISA SMART Investigative Analysis report provides general information and opinions. Seek advice from professional service providers for specific information that pertains to your unique situation.

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