Employee Benefit Plans (EBP)

Our employee benefit plan professionals are here to relieve the challenges that EBPs present to employers. Our team provides a wide array of services for these plans, including administration guidance, assurance services, ERISA and IRS compliance, and reporting requirements and regulations. We complete annual training to maintain knowledge on subjects that are important to the Department of Labor, IRS, and the American Institute of CPAs. With our team, you can feel sure you have the right plan while staying updated on any important actions needed for your Employee Benefit Plan to remain compliant.

We Can Guide You Through Many Types of EBPs:

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

EBP Administration Services We Provide:

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Assistance with Filing 550 and
self-corrections

We can make sure all your filings are complete and any retroactive changes are correct.
Money choice

Plan Determination

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

We're required to know the rules, so you can always ask us for clarification on matters that might affect you.
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Calculation of Plan Compensation & Participant Deferrals

These calculations can be complex and involve many different factors, but our team has the expertise and attention to detail to get it right.
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Data analysis & extraction
to assist with compliance

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

EBP Audit Services We Provide:

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Full Scope Audits

Our team can perform the required audit for your EBP.
Assurance Services
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Limited Scope Audits

This service will cover 1-year period where our team confines its testing to certain audit procedures, or only examines certain functional areas of an organization.
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Financial Statement
Preparation

This service provides supporting trial balances and schedules, which is an efficient way to ensure your financial statements comply with the reporting and disclosure requirements applicable to benefit plans.
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Consultation on Upcoming Accounting Standards

We can schedule a meeting with you to explain how any new standards will affect your plan.
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Audit Readiness
Consultations

If we do not perform your audit, we can provide a checklist and secure link for you to upload documents (or have them physically prepared) so that when the audit is performed, everything will be ready.

Employee Benefit Plan Resources

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DOL Types of Plans
A woman looking at a screen that is showing a CyberSecurity icon
DOL CyberSecurity Guide
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10 401(k) Misuse Warning Signs

Our Employee Benefit Plan Team

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