May 11, 2006
DailyAccess Corporation Announces New Consulting Services Group
Mobile, AL
DailyAccess Corporation, a national provider of recordkeeping and administration services for retirement plans, today announced the formation of its Consulting Services Group. Led by compliance industry veteran Bob McKendry, CPC, QPA, QKA, CFP, the group will offer a variety of consulting services to plan sponsors and will partner with financial advisors to provide strategic consulting and marketing services.
The DailyAccess Consulting Services Group will deliver compliance reviews, plan design studies including new comparability, projected testing, test failure solutions and plan corrections for operational failures. The group will additionally provide plan documents, IRS/DOL audit assistance, technical research and more. These services will enhance the retirement plans offered by DailyAccess clients by improving quality, lowering expenses, increasing competitive advantage and utilizing new plan design options. The highly skilled consultants who staff the group each average over twenty years of hands-on, practical industry experience.
“The top tier industry professionals who make up the Consulting Services Group are experienced, credentialed, and capable of solving complex problems for plan sponsors and financial advisors,” said Tommy Thomasson, President and CEO of DailyAccess. “The response to our consulting service offering from our client base and financial advisor partners has been tremendous.”
“While we have been delivering consulting services for many years, we are now taking our service to a new level with a group dedicated to aiding clients and financial advisors with high level plan design and operational issues,“ added Gregg Wood, COO. “Our average plan size has increased considerably, and these services are critical to large plan sponsors and producers.”
About DailyAccess Corporation
DailyAccess Corporation is a national provider of recordkeeping and administration services for retirement plans. To learn more about our award-winning service, contact DailyAccess at 888.535.4322 or visit www.dailyaccess.com.
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