Services

We audit over 200 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:

Assurance Services

• 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

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

Consulting Services

• Design and 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
• Prepare plan documents for Defined Benefit, Defined Contribution and Cafeteria Plans
• Submit plan documents to the IRS for qualified retirement plans
• Possess the credentials and experience to respond to virtually any technical inquiry in benefit plan areas
• Discuss and analyze objectives, economics, demographics and investment approach – provide analyses of plan designs as directed by management
• Review annual compliance tests
• Evaluate health insurance plan options and opportunities
• Mergers & acquisitions specialized services

Services

We audit over 200 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:

Assurance Services


• 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


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

Consulting Services


• Design and 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
• Prepare plan documents for Defined Benefit, Defined Contribution and Cafeteria Plans
• Submit plan documents to the IRS for qualified retirement plans
• Possess the credentials and experience to respond to virtually any technical inquiry in benefit plan areas
• Discuss and analyze objectives, economics, demographics and investment approach – provide analyses of plan designs as directed by management
• Review annual compliance tests
• Evaluate health insurance plan options and opportunities
• Mergers & acquisitions specialized services