Employee Benefit Plans
Since your employees are your company’s most valuable asset, we know that you want to provide the best benefit options possible. Therefore, you seek to entrust your benefit plan to the hands of accountants and business advisors who have the highest integrity and objectivity and who have a familiarity with your plan, as well as a depth of experience and knowledge in working with other employee benefit plans.
- Audits of pension, health and welfare, 403(b), 401(k) and employee stock ownership plans (ESOP) subject to the Employee Retirement Income Security Act (ERISA) under the regulatory authority of the U.S. Department of Labor
- Preparation of IRS Form 5500 and summary annual reports
- Plan consulting, recordkeeping and statement preparation, loan and distribution compliance, government reporting, discrimination and top-heavy testing
- Fiduciary reviews/audits
Our expertise in the employee benefits arena enables us to provide timely, well-researched answers to your most important questions and to accurately address your needs with a solid foundation of knowledge that only experience can provide. We are dedicated to proactively communicating with you throughout the year to plan our services and to keep you abreast of developments.