Pension & Retirement

Service Strategy - Regardless of economic conditions, it pays to have a robust retirement plan to attract and retain the best employees. And yet, the combined forces of ERISA, Internal Revenue Service and Department of Labor regulations expose plan sponsors to harsh risks if they are not current with their fiduciary and regulatory obligations.

PKF California's retirement and pension plan technical know-how helps you deliver compliant, meaningful benefits to your employees. Our dedicated team of retirement specialists participates in continual compliance training to remain current with both opportunities and obligations, plus we offer additional expertise in Employee Stock Ownership Plans (ESOPs).

Pension & Retirement Services

  • Quality, independent audits (to ensure financial integrity, protect plan assets and help meet reporting obligations)
  • Best practices consulting
  • Education/planning for new issues and requirements
  • Specialized expertise in ESOPs
  • Internal control reviews
    Compliance/discrimination testing
  • Form 5500 and 990 tax filings
  • IRS plan financial statement audits
  • Form 11-K filings
 

Who We Serve: 

   
  • Defined benefit and contribution/401(k) plans
  • Profit-sharing plans
  • Health and welfare plans
  • Multi-employer plans
  • ESOPs
  • Small, self-administered plans
  • Large, institutional plans

 

PKF - California

To learn more