Employee Benefit Plans

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

Employee Benefit Plans Memberships & Associations

As a member of the American Institute of CPAs Employee Benefit Plan Audit Quality Center, our work is held to a higher standard than that of other firms. We are committed to adhering to the highest quality standards by voluntarily agreeing to the requirements of that membership, including designating a partner responsible for our employee benefit plan audit practice, establishing quality control programs, performing annual internal inspection procedures, and making our peer review report findings publicly available.

View All Memberships

We work with our clients

We work in partnership with each of our clients, always looking out for their best interest. We don’t bring cookie-cutter processes to the table, because every business has its own circumstances and challenges. Even when we know your industry inside and out, we also know your specific business is unique. It’s our job to apply our expertise in accounting and finance to the nuances of your business.

Service is Everything

We are highly proactive in serving our clients. We believe service is respect. We never leave clients hanging, or let questions go unanswered. We know your time is valuable, and your needs are important. When you work with our team of professionals, you will know we respect your business and care about its success.

Let’s connect. How can we help?