Employee Benefit Plans

Assurance and Tax Services for Employee Benefit Plans Providing Compliance, Accuracy, and Confidence in Your Financial Reporting

Our Employee Benefit Plan (EBP) experts are here to simplify the complexities employers face. We offer comprehensive services including administration guidance, assurance services, ERISA and IRS compliance, and help with reporting requirements and regulations. Our EBP team undergoes annual training to stay current with the latest requirements from the Department of Labor, IRS, and the American Institute of CPAs. Partner with us to ensure your plan selection is sound and your compliance is always on track.

Our Employee Benefit Plan Specialties Include:

401k
401(k)
ESOP
ESOP
Health & Welfare
Health & Welfare
403b
403(b)
Defined Benefit
Defined Benefit

EBP Assurance Services

Our Employee Benefit Plan (EBP) assurance services ensure your plan is fully compliant with IRS and DOL regulations. We provide thorough audits and assessments, giving you confidence in your financial reporting and safeguarding your plan’s integrity.

Full or Limited Scope Audit

We regularly perform full scope audits for EBP plans, but based on certain factors affecting your plan, you may have been advised to have a limited scope audit performed. We can help guide you through that process and perform the audit for you and your plan.

Financial Statement Preparation

As a non-audit service, we can help you prepare your financial statements and ensure they are presented in compliance with DOL's standards and ready for audit.

Consultations

Clients can schedule a meeting with us to get an explanation on how any new standards will affect your plan. In preparation for your audit, we can provide a checklist and secure link where you to upload documents so that when the audit process is ready to begin, everything will be ready.

EBP Administration Services

Our EBP administration services help streamline the management of your employee benefit plans. From regulatory compliance to participant communications, we handle the complexities, so you can focus on supporting your employees and growing your business.

Assistance with Filing 5550 and Self-Corrections

We can make sure all your filings are complete and any retroactive changes are properly corrected.

Plan Determination

Our team has the experience & knowledge to help you determine the best type of plan for your circumstances.

Ideas to improve the Administration of Your Plan

We've seen a lot of different plans as well as what has and hasn't worked for different size organizations, and we can offer that guidance to you.

Updates & Consultation on Changes Impacting your Plan

Our clients receive detailed IRS and DOL updates via one-on-one communication and email updates. We stay on top of the rules, so you can always reach out to us for clarification on anything that may impact your organization.

DOL & IRS Inquiries, Notices & Examinations

Getting a "notice" from the IRS or DOL is scary. Our team has the knowledge to know how to respond in a way that can get you closer to the resolution you desire. 

Calculation of Plan Compensation & Participant Deferrals

These calculations can be complex and involve many different factors. Our team has the expertise and attention to detail to get it right.

Employee Benefit Plan Resources

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