Employee Benefits Planning

Changing rules and regulations can make employee benefit plan administration a challenging, multi-faceted task. We work diligently to stay up-to-date on regulatory and fiduciary issues so our clients can prepare for upcoming changes and improve the efficiency of their plans.

An overview of services in this specific area include:

  • Accounting
  • Audit
  • Consulting
  • Defined Contribution and Defined Benefit Retirement Plans (Limited & Full Scope) Audits:
    • 403(b) Plans
    • 401(k) Plans
    • Health and Welfare Benefit Plans (Insured and Uninsured)
  • ERISA compliance
  • Form 5500 Filings