Title IV Services Built by Financial Aid Professionals. Delivered by Audit and Compliance Experts.
Most of our team has worked inside financial aid departments, so we understand the pressure from both sides. This is our team’s primary focus, not a side engagement, which means we’re able to deliver timely, consistent support. That dual perspective sets our Title IV services apart.
Third-Party Servicer
Sometimes your institution doesn’t need a consultant; it needs an experienced professional to step in and get the work done. As a registered third-party servicer, we perform specific financial aid functions on your behalf, ensuring critical compliance tasks are completed when your team doesn’t have the capacity.
Services we can perform on your behalf:
- Financial aid packaging and award assembly
- Return to Title IV (R2T4) calculations
- Policy & Procedures Review and writing
- Monthly or quarterly quality assurance reviews
Note: Third-party servicer engagements are separate from audit relationships. We cannot perform these services for institutions we currently audit.
Training and Staff Development
High turnover and insufficient training are among the most common challenges in financial aid offices. We offer hands-on training and staff development to help your team build the knowledge and confidence needed to stay compliant even when regulations and personnel change.
Compliance File Review
When the Department of Education requires an independent review of your corrective file review, McClintock & Associates verifies the accuracy of your findings, validates Title IV liability calculations, and provides the independent conclusion needed to help close out audit and Program Review findings.
Program Review Protector
A Department of Education program review can happen at any time, and unlike a routine audit, you don’t get to choose when. If your institution has compliance gaps, a program review will uncover them. Our Program Review Protector service helps you prepare in advance so you’re ready to respond with confidence when notice arrives.
Policy & Procedures Review
Your written policies are the foundation of your financial aid compliance. If they’re outdated, incomplete, or out of step with current federal requirements, your institution is exposed. We will review and update your policies and procedures to reflect current regulations and your actual practices.
One Big Beautiful Bill (OB3) Preparation
The One Big Beautiful Bill Act brings significant changes to the Title IV landscape with a July 1 implementation deadline, including a new type of Pell Grant, caps on student borrowing, and other key updates. Many institutions will face challenges achieving full compliance as these changes take effect. We help schools implement the required policy and regulation changes and will provide ongoing support through first-year audits for those who need it.
The Institutions and Investors We Work With
Every client we work with is navigating real regulatory pressure, whether it’s the strict scrutiny that comes with being a for-profit school, the unique risks facing nonprofit institutions with stretched financial aid teams, or the compliance complexity that comes with acquiring or investing in a postsecondary institution for the first time. We built our practice entirely around higher education because this industry demands a specialist.
Title IV Services FAQs
There are only a handful of firms in the country offering true Title IV services and most rely on financial aid professionals who consult on the side. Many of our team members have worked full-time inside financial aid departments at higher education institutions. That firsthand experience, combined with our audit expertise across many different schools and educational delivery models, gives us a perspective that’s genuinely rare.
Yes, in most cases. Title IV services are separate from an audit engagement. If we’re already your auditor, there are some services (such as third-party servicer work) that we can’t perform for the same institution due to independence requirements. However, consulting, training, compliance reviews, and program review support are generally available.
That’s exactly why we exist. Our services are designed to reduce the burden on your team, not add to it. Whether we’re stepping in to perform specific tasks as a third-party servicer or providing targeted support and training, we structure our work around your team’s capacity and priorities.
Our team stays at the front of every regulatory shift through ongoing monitoring of Department of Education guidance, active participation in industry associations, and regular professional development. We share what we’re learning through webinars, articles, and direct client communication so you’re never the last to know.
We work with both for-profit and nonprofit postsecondary institutions across a wide range of educational delivery models, including nonterm and clock-hour, standard term, and nonstandard term programs. Whatever your institution’s structure, we’ve likely worked with something similar.
Let’s Talk About Your Compliance Needs
Connect with our team to discuss how we can support your institution’s compliance and financial health.
Higher Ed Compliance Insights
