Benefits & Retirement Plans Assessment

Attracting and retaining the best employees is essential to any business’ success. A robust retirement plan can give you a leg up on the competition. But great plans come with great responsibility.

ESOP, Retirement & Benefit Plan Services

As an employer, maintaining compliance with all of the regulations established by the Employee Retirement Income Security Act of 1974 (ERISA), the Internal Revenue Service and the Department of Labor is crucial. Failure to adhere to these complex regulations can result in harsh penalties. Through our audit expertise and pension plan know-how, we ensure you maintain compliance – and the trust of your employees. We offer the following services for ESOPs, retirement and benefit plans:

  • Full scope audited and DOL limited scope audited financial statements
  • Best practices consulting
  • Education/planning for new issues and requirements
  • Specialized expertise in ESOPs
  • Internal control reviews
  • Form 5500 and 990 tax filings
  • Form 11-K filings

Schedule a Consultation

Schedule a free consultation with one of our Partners to learn how you can optimize your financial operations and boost your bottom line. How can we help YOU?