Employee Benefit Plans

The best employers to work for offer great employee benefits, but even the greatest employers may struggle with setting up and administering benefit plans. Whatever financial benefits you offer, Shannon & Associates can help you strategize and implement your employee benefits plan for many years to come. Ask us about our cafeteria plans, such as flexible spending accounts and premium-only plans. Your employees will thank you!

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

As a certified public accounting firm, we provide services independent of any affiliation with investment, trust or insurance companies.

To learn more about Shannon & Associates Benefit Plans & Administration, get in touch today.

Shannon & Associates is committed to your success.

CPAs and management consultants focused on helping you grow your business.