Services

Assurance Services

We audit over 300 employee benefit plans annually in a wide variety of industries with assets ranging from $1 million to $2 billion. Our service highlights include audits of:

• Defined benefit pension plans
• Defined contribution pension plans
• Multi-employer plans and participating employers
• 403 (b) plans
• Health and welfare plans
• Employee stock ownership plans

Tax Services

Our professionals can assist with:

• Representation when under audit by the IRS or DOL
• Expertise in dealing with governmental compliance and plan correction
• Preparation of Form 5500 and Summary Annual Report
• Preparation of Form 990

Consulting Services

Mazars can be retained by the plan sponsor of an Employee Benefit Plan as an independent plan consultant.

• Design & assist with compliance of non-qualified Deferred Compensation and Executive Compensation Plans
  – IRC 409A
  – Restricted stock
  – Incentive and non-statutory stock option plans
  – Stock appreciation rights and phantom stock plans
• Assist in the design and prepare plan documents for Defined Benefit, Defined Contribution, and Cafeteria Plans
• Submit plan documents for qualified retirement plans to the IRS
• Discuss and analyze objectives, economics, demographics, and investment approach, and provide analyses of existing plan designs
• Assist in vendor selection for recordkeeping, administrative, and investment services
• Review annual compliance tests
• Perform compliance reviews for specific plan years
• Evaluate health insurance plan options and opportunities

Specialized Services

• Mergers & acquisitions
• Corporate transactions
• Retirement and deferred compensation for tax-exempt and governmental employers