Resources

Program Assessment

The environment we work in changes every year; from regulatory compliance issues and disclosure requirements to investment due diligence, we stand ready to assist plan sponsors in navigating this complex landscape.

We work with clients in engagement levels that respond to any changes in the economy, market realities, a company's leadership structure - through growth, through contraction, or a merger or acquisition.

So, how do you feel about your current program and its sustainability for the next year, several years, and longer?

Download Program Assessment

Download our simple assessment tool and assess your current program. You may see a few surprises, you may not, but you will create a simple first-step tool in looking at your next strategy.

Compliance Calendar >

Use this compliance calendar to stay ahead of IRS and Department of Labor deadlines and remain compliant with Corporate-Sponsored Defined Contribution plan guidelines.

Industry Links

Quarterly Newsletter

Q1 2017 - Fiduciary Perspective

Precept Advisory Group Headquarters, 130 Theory, Suite 200, Irvine, CA 92617

949.955.1430

Investment advisory services are available through Precept Advisory Group, an investment adviser registered with the U.S. Securities & Exchange Commission (CRD# 152776).

Precept Advisory Group, LLC, is a Division of McGriff Insurance Services, LLC. Truist and its representatives do not offer tax advice. Consult your tax or legal professional regarding your individual circumstances.

Copyright © 2023, Precept Advisory Group. All rights reserved. Securities, Insurance and Advisory Services are: NOT A DEPOSIT • NOT FDIC-INSURED • NOT GUARANTEED BY THE BANK • NOT INSURED BY ANY STATE OR FEDERAL GOVERNMENT AGENCY • MAY GO DOWN IN VALUE

Branch Branking and Trust Company (BB&T) is now Truist Bank. Learn More.