EMPLOYEE BENEFIT PLANS

 

WE ENSURE PLAN SPONSORS MEET THEIR FIDUCIARY REQUIREMENTS AND THE DEMANDS OF THE MARKET PLACE

 

Backed by years of hands-on experience providing companies with tailored plan blueprints and assistance with plan execution, we work closely with our clients to streamline the entire benefits process, from integration after a merger or acquisition to plan design and ongoing administration.

 

 

 

 

Kristen Walters | Partner
732.205.2003
Kristen.Walters@MazarsUSA.com
Detailed profile

 

 

 

PROVIDING ASSISTANCE THAT ADDS VALUE TO OUR CLIENTS

 

There are many factors to consider when putting an employee benefits plan in place and when maintaining that plan over time. Our Employee Benefit Plan Group understands that, as costs associated with benefits rise, our clients continue to seek out ways to provide their employees with a plan that offers the greatest coverage in the most cost-effective manner. Complex government regulation and constantly-changing legislation make employee benefits plan administration a complicated and time-consuming function within any organization.

 

 

Our Services  

 

 

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

Representation under IRS or DOL audit   Preparation of Form 5500 and Summary Annual Report
Expertise in dealing with governmental voluntary compliance programs Preparation of Form 990

Design and assist with compliance of non-qualified Deferred Compensation and Executive Compensation Plans   Submit plan documents to the IRS for qualified retirement plans
IRC 409a Possess the credentials and experience to respond to virtually any technical inquiry in benefit plan areas
Restricted Stock Discuss and analyze objectives, economics, demographics and investment approach – provide analyses of plan designs as directed by management
Incentive and non-statutory stock option plans Review annual compliance tests
Stock appreciation rights and phantom stock plans Evaluate health insurance plan options and opportunities
Prepare plan documents for Defined Benefit, Defined Contribution and Cafeteria Plans Mergers & acquisitions specialized services

 

 

   
 
 

 

EMPLOYEE BENEFIT PLANS

WE ENSURE PLAN SPONSORS MEET THEIR FIDUCIARY REQUIREMENTS AND THE DEMANDS OF THE MARKET PLACE

Backed by years of hands-on experience providing companies with tailored plan blueprints and assistance with plan execution, we work closely with our clients to streamline the entire benefits process, from integration after a merger or acquisition to plan design and ongoing administration.

 

PROVIDING ASSISTANCE THAT ADDS VALUE TO OUR CLIENTS  

 

There are many factors to consider when putting an employee benefits plan in place and when maintaining that plan over time. Our Employee Benefit Plan Group understands that, as costs associated with benefits rise, our clients continue to seek out ways to provide their employees with a plan that offers the greatest coverage in the most cost-effective manner. Complex government regulation and constantly-changing legislation make employee benefits plan administration a complicated and time-consuming function within any organization.

 

Our Services  

 

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

Representation under IRS or DOL audit   Preparation of Form 5500 and Summary Annual Report
Expertise in dealing with governmental voluntary compliance programs Preparation of Form 990

Design and assist with compliance of non-qualified Deferred Compensation and Executive Compensation Plans   Submit plan documents to the IRS for qualified retirement plans
IRC 409a Possess the credentials and experience to respond to virtually any technical inquiry in benefit plan areas
Restricted Stock Discuss and analyze objectives, economics, demographics and investment approach – provide analyses of plan designs as directed by management
Incentive and non-statutory stock option plans Review annual compliance tests
Stock appreciation rights and phantom stock plans Evaluate health insurance plan options and opportunities
Prepare plan documents for Defined Benefit, Defined Contribution and Cafeteria Plans Mergers & acquisitions specialized services

 

 


 

Kristen Walters | Partner
732.205.2003
Kristen.Walters@MazarsUSA.com
Detailed profile