Employee Benefit Plan Services

Looking to Partner with a Dynamic Team?

We are a passionate team dedicated to providing employee benefit plan services.  Our clients include both public and private businesses whose participants number from 100 to over 40,000. We serve plans of all sizes, types and complexities.

Our credentials and our commitment to serve clients comes from an experienced team. We engage proactively to communicate with your team, and your service providers, to facilitate an efficient and successful engagement. We spend a significant amount of time attending and presenting specialized training at local and national conferences.  This investment in education leads us to be well-respected within the industry and well equipped to serve our clients. We share this knowledge with you and your team.

Our dedication in providing quality services is evidenced by our membership in the American Institute of CPAs Employee Benefit Plan Audit Quality Center (AICPA EBPAQC). We have been active members in the Center since its inception, and members of our team hold multiple employee benefit plan audit certifications granted through the EBPAQC. We have and continue to actively serve on related industry committees both locally and nationally.

Partnering with us gives you the opportunity to engage with a team that provides a wide range of services.  Along with the ability to audit all plan types, we will advise on plan operations and process improvements, help navigate the complexities of the fiduciary, operational and reporting requirements, and assist in keeping you current on any accounting and regulatory changes.  Our services are aimed at helping you minimize risk especially with the increased scrutiny on plans and their fiduciaries.

Our services:

  • Audit:
    • 401(k) Plans
    • 403(b) Plans
    • 11-K filings
    • Profit Sharing Plans
    • ESOPs
    • Defined Benefit Pension Plans
    • Health & Welfare Plans
  • Form 5500 filings
  • Consulting and Advisory