DUPLICATE INFORMATION

Retirement

Defined Contribution,
401(k),
Employer Match/Profit Sharing,
Safe Harbor,
Plan Documentation/Consulting,
Testing,
Government Forms 1099/5500/8955

Cafeteria

FSA,
HRA,
Plan Documentation (including Premium Only Plans),
Government Forms 5500/720

Consolidated

Single Point Billing,
Collection/Reconciliation/
Remittance