Put Our Employee Benefit Plan Team to Work for You
Most businesses quickly discover that creating a solid, structured employee benefits package is no simple task, and facilitating the plan requires complicated audits and adhering to compliance standards. Our team lives and breathes employee benefit plans and can make this a turnkey operation for you.
While the ultimate fiduciary responsibility for your plan lies with the officers of your business, we know that the operational specifications of these plans are largely carried out by third party providers
Employee Benefits Plan Services
- Payroll Record Audits
- Financial Statement Audits
- Claims Payments Audits
- Retirement Plan Selection Consulting
- Reviews & Compilations
- Preparation of Forms 5500 and 990
- Preparation of Summary Annual Report
- General Consulting on plan design, compliance, internal controls, and accounting procedures
Types of Employee Benefits
- 401(k) plans
- 403(b) plans
- Defined benefit pension plans
- Health and Welfare plans, including multi-employer