Employee Benefit Plans
Gorfine, Schiller & Gardyn’s employee benefit plan team has experience with clients who maintain multiple defined contribution, defined benefit and welfare benefit plans.
Types of Plans
- Defined Contribution (401(k), Profit Sharing, etc.)
- Defined Benefit
- Health & Welfare Plans
- VEBAs
Compliance Services
- Full-scope audits
- Limited-scope audits
- Policies and procedures manuals
- Form 11-K filings with the SEC
- Record keeping for small employee benefit plans
- Preparation of Forms 5500 and 990
Business Performance Management
- Analysis of plan investment options
- Policies and procedures manuals
- Understanding fiduciary responsibilities
- Internal control studies and implementation
- Educating employees about the benefit plan established and investment options
- Understanding funding options
Tax Planning Guide:
