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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
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