At a glance
Health and retirement plans are often the linchpin to providing a competitive benefit package that will attract and retain the best talent for your organization.
But these programs also come with their own unique set of challenges.
Our CPAs and employee benefit plan group receive annual training in employee benefit plan auditing, accounting, and tax changes to ensure that our firm provides quality, up-to-date services. We can help design, review, and improve the various components of your employee benefit plans, keeping governmental compliance as the primary target.
Our team of experts can help you understand these requirements and implement proper internal controls to address these obligations.
How We Can Help
- Audit & Agreed Upon Procedures
- Plan Provision Review
- Plan Design Review
- Form 5500 Preparation
Need Our Services?
We can help you understand Department of Labor requirements and implement proper internal controls to address these obligations.