Employee benefit plans and administration
Client Spotlight:
Nu Ray Metals
As an accounting firm that also offers TPA administration and plan design, we have the ability to offer our clients a broader spectrum of services. We are able to easily integrate our tax and financial consulting services with our retirement plan administration and design services. As an example we had a client for whom the new comparability plan worked very well for. We looked at the service period of his staff and found that many of them did not stay with the company for more than 3 or 4 years.
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Your employees deserve great benefits, but setting up and administering employee benefit plans can be a hassle. Whether a 401k or profit sharing, we'll help you plan and administer your employee benefits plan and, more importantly, make sure it fits your long-term strategic business goals. We also offer cafeteria plans, including flexible spending accounts and premium-only plans.
Our services for employee benefit plan design and implementation include:
- Consulting on benefit plan design
- Plan and trust document preparation
- Summary Plan Description
- Preparation of DOL and IRS forms
- Employee communications
- Training and administrator's guide
- Employee forms
- Amendments
- Compliance
Annual employee benefit plan administration includes:
- Compliance testing
- Trust reporting and accounting
- Participant accounting and reporting
- IRS and participant reporting
- Presentation to employees and investment committees
Employee benefit plan audits
We also do employee benefit and retirement plan audits, in addition to IRS and DOL inquiry and audit responses. Our auditing services can help when you need an audit of your benefit plan, but, beyond that, we can help you come to understand the plan in the first place, as well as your responsibilities and compliance requirements.
For more about making the most of your employee benefit plans with the least amount of stress, give us a call.
Click here to find out if you are required to have an employee benefit plan audit.
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