Benefit Plans & Administration
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
As a certified public accounting firm, we provide services independent of any affiliation with investment, trust or insurance companies.
Take a look at our Fiduciary checklist for plan sponsors