Employee Benefit Plans
Our employee benefit plan team has experience with clients who maintain multiple defined contribution, defined benefit and welfare benefit plans.
In addition to traditional accounting and consulting services, we can also offer expertise in more unusual situations through our real estate services, including:
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
