Our employee benefit/retirement plan team has experience with clients who maintain multiple defined contribution, defined benefit and welfare benefit plans.

Types of Plans

• Defined Contribution (401(k), Profit Sharing, etc.)
• Defined Benefit
• Health & Welfare Plans
• VEBAs

Compliance Services

• Full-scope audits
• Limited-scope audits
• Policies and procedures manuals
• Form 11-K filings with the SEC
• Record keeping for small employee benefit plans
• Preparation of Forms 5500 and 990

Consulting Services

• Analysis of plan investment options
• Policies and procedures manuals
• Understanding fiduciary responsibilities
• Internal control studies and implementation
• Educating employees about the benefit plan established and investment options
• Understanding funding options