Employee Benefit PLans

Keeping the "A Team" on your team

Providing benefits to your employees feels great. Making sure your plans are compliant does too. 

Compliance that works for employers

Recruitment + Retention Toolbox

Offering competitive benefit packages to qualified employees may be a wonderful retention and recruitment tool.

Benefits often include 401(k) or 403(b) Employee Benefit Plans (EBP) that require annual compliance reporting and independent audits. 

That’s where we come in. Our audit team has specific experience and training in the special considerations needed to properly conduct EBP audits. 

Compliance is King 

Now more than ever, keeping your employees engaged is a key element in the profitability of your business. 

Employee Benefit Plans are popular retirement saving tools, but they plans can become quite complex. Stay compliant with our experienced EBP audit team. 

Employee Benefit Plan audits

  • Audits of financial statements
  • Unique aspects of plan obligations
  • Assistance and advisement to plan sponsors
  • Timeliness of plan contributions
  • How plan provisions affect benefit payments
  • Issues that may affect the plan’s tax status
  • Creation and structure of employee benefit plans
  • Maximization of benefits
  • Evaluating whether plan assets covered by the audit have been fairly valued
  • Allocations to participant accounts, if applicable
  • Transactions prohibited under ERISA

Meet your Employee Benefit Plan specialists

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Find the right advisor for you

Your trusted “go-to” business advisor is a step away. Find your fit, or contact us to suggest a match.  

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All the services you’ll ever need

We help identify what you may need now and what may be coming down the pike. 

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