Our Services

ODMD has the experience and expertise to provide services tailored to your organization’s specific needs in the form of:
  • Audits of financial statements with DOL required schedules
  • Computer systems reviews and recommendations
  • Design & implementation of non-qualified compensation plans
  • Benefits consulting
  • Cost allocation studies for shared expenses
  • Field audits of member companies in multi-employer plans
  • Internal control and operational procedures reviews
  • Investment manager performance reviews
  • Investment policy compliance monitoring
  • Limited scope audits
  • Preparation of annual tax information returns and summary annual reports
  • Review, design and implementation of record retention policies
  • Review of compliance with Federal and state laws & regulations
  • Attendance at trustee meetings
  • SAS70 service auditor reports