Trust & Plan Administration Accounting

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Accounting and Bookkeeping

Trust & Plan Administration

Accendro delivers highly specialized, white-label trust accounting and retirement plan administration support [including SDIRAs and Solo 401(k)s] exclusively for US-based wealth advisors and accounting firms. We ensure flawless fund operations, precise tax reporting, and audit readiness—all seamlessly under your brand.
Overview

Effortless Trust & Plan Administration Accounting

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Complex administration involves processing specialized transactions, reconciling alternative assets (Equities, Real Estate, Crypto), and preparing strict compliance documentation. Outsourcing this highly technical back-office work enables your firm to manage high-net-worth clients without increasing internal operational risk.
What’s Included

Compliance-Focused Trust & Plan Administration Support

01

Plan Processing

Document management, complex portfolio/NAV reconciliation, tax data prep, and software-agnostic execution.
02

Compliance & Audit Support

Strict adherence to ERISA/IRS regulations, trust document compliance verification, and responsive independent audit liaison services.
03

Audit Back-Office
(For Auditors/CPAs)

Pre-audit financial reviews, arm’s-length transaction verification, and review-ready workpaper preparation within highly professional environment.