There are numerous benefit plans and the rules can be complex and almost impossible to decipher. We can help you understand and navigate through the obstacles along with preparing the necessary filings and documentation to remain compliant. Allow our team of experienced professionals who are actively involved in the PICPA Employee Benefit Plan Committee to take part in helping you find the best employee benefit plan for your team that fit your businesses budget.
In addition, our team handles due diligence issues with acquisitions and mergers and can help correct issues that otherwise might have gone unnoticed. This review will help save you from scrutiny by regulators and protects your plan’s qualified status, not to mention the financial benefits for the sponsor.
- Defined Contribution & Defined Benefit Pension Plans
- Public Sector Retirement Plans
- Profit Sharing Plans
- Employee Stock Ownership Plans (ESOPs)
- 401(a), 401(k), 403(b)
- Health & Welfare Benefit Plans