We review compensation and benefit
programs with an eye toward helping
our clients retain their qualified
and tax-advantaged status, while complying
with laws and regulations as mandated
by the Department of Labor, the Securities
and Exchange Commission, the Internal
Revenue Service, and other government
agencies. As part of these services,
we complete and process the required
informational returns required by
federal law.
Our Services
Include:
• Completing and filing Form
5500’s and other required reports
and filings
• Conducting mock IRS and/or
DOL audits of their employee benefit
plans
• Reviewing the plans’
fiduciary structure to minimize risk
• Recordkeeping, administration and compliance testing services
• Consolidated employee compensation and benefit statements |
|
