Success Story

Over the course of nearly 30 years providing 401(k) audits for a steadily growing client, a Louisiana-based small firm eventually came to the realization a new approach was needed. The various tools they were utilizing, from software to manual spreadsheets, were contributing to inefficient processes, making it difficult to plan the audit, and manage the overall workflow.

Discover how switching to OnPoint EBP as their technology solution helped them provide a more focused, higher-quality audit in less time, enhancing the level of service for one of their most important clients.