Employee Benefit Plan CPA

Our employee benefit plan professionals are here to relieve the challenges EBPs present to employers. Our services includes administration guidance, assurance services, ERISA and IRS compliance, and reporting requirements and regulations. Our EBP team completes annual training to maintain knowledge on subjects that are important to the Department of Labor, IRS, and the American Institute of CPAs.  Work with us to feel confident in your plan selection and compliance.



Health & Welfare


Defined Benefit

EBP Administration Services

An icon of a checklist

Assistance with Filing 5550 and

We can make sure all your filings are complete and any retroactive changes are properly corrected.
an icon of a hand choosing one of three squares

Plan Determination

Our team has the experience & knowledge to help you determine the best type of plan for your circumstances.
An icon showing a gear with a lightbulb in front of it

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.
An icon showing a phone with an email update on it - there is a little bell to indicate sound

Updates on changes that may impact your plan

We will continually be updating items on this page for the public to access, but for in-depth IRS & DOL information, our clients get updates via one-on-one communication and email updates.
An icon showing two talk bubbles with text and an arrow going between them.

Assistance with 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.
a graphic showing two books stacked and a justice scale on top

Consultation on
DOL regulations

We're make it our business to know the rules, so you can always ask us for clarification on matters that might affect your organization.
a graphic of a computer screen with a calculator coming out of it

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.
An icon showing a cloud and computer devices in front of it

Data analysis & extraction
to assist with compliance

We can help you gather the data you will need and compile the information and reports for your EBP.

EBP Audit Services

an icon showing a magnifying glass looking over a computer with lines of text

Full Scope Audits

Our team can perform the required audit for your EBP.
a graphic of a file folder with a paper coming out and a magnifying glass next to it

Limited Scope Audits

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.
a graphic of a document with lots of text on it and a hand hovering over a section with a box showing a graphic and a money symbol

Financial Statement

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.
a graphic of two people sitting at a table and a talking box above their heads

Consultation on Upcoming Accounting Standards

Clients can schedule a meeting with us to get an explanation on how any new standards will affect your plan.
An icon of a checklist with "x" and check-marks on it

Audit Readiness

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.

Employee Benefit Plan Resources

Scroll to Top
Call Now ButtonCall Us Now