Media

Secure 2.0 Changes

Correcting Late Deferral Contributions

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“We needed a professional to help us with the CPA Audit of our 401(K) Plan. David has been indispensable in helping us get through the CPA Audit of the Plan. He communicates on our behalf and collects much of the information needed to complete the audit. He is instrumental and diligent in making sure we have no additional charges. He is attentive and makes time to be available when needed. In Provence Group, they have much more than investment advisors. They provide complete plan consultants who are available when needed. They made the transfer of our 401(K) to Principal seamless and effortless. They are accessible whenever needed.”

Lisa (Co-owner, Manufacturing Company)

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“David McKenzie and Provence Group are reliable, professional and a pleasure to work with. David and Provence Group are vital in supporting us in the proper administration of our Plan. We often consult with them on plan compliance areas, such as late deferral corrections, match true-up calculations and plan design initiatives. We are extremely happy with the partnership David and Provence Group have provided and would recommend to anyone seeking investment advice.”

Cheryl (Director of People, Beverage Company)