The Employee Benefit Plan Services Group provides a full range of audit, tax, and consulting services – including plan audits in accordance with the Employee Retirement Income Security Act (ERISA), advice on regulatory and reporting requirements, and consultations for plan sponsors – to support benefit plan clients. Our exclusive focus in the ERISA arena means you can count us to help you address the accounting and regulatory changes that could potentially impact your plans and operations.
We have significant experience with 401(k), ESOP, defined contribution, defined benefit, 11-K (SEC filings), money purchase pension, master trust, 403(b), health and welfare, and non-qualified plans. We audit plans ranging in size from 100 participants to more than 30,000 for clients in energy, retail, manufacturing, hospitality, professional services, and many other industries. These plans retain assets from under a million dollars to several billion dollars.
Our team understands the challenges brought about by ever-changing reporting requirements. Leveraging our experience working with the Department of Labor (DOL) and Internal Revenue Service (IRS), we can help you evaluate areas of risk, develop a plan to mitigate these risks, adhere to operational and reporting requirements, and mitigate penalties for noncompliance.