Employee Benefit Plans

We understand that employees are the most valuable asset to any company. And your company’s employee benefit plan is a valuable to those employees. Understanding the government regulations surrounding those plans can be overwhelming.

Currently, we provide services to over 100 employee benefit plans, which includes providing the necessary auditing functions for those plans.

Our Employee Benefit Plans Specialists can provide the following services:

• Audit of employee benefit plans (required by the Department of Labor)
• Review of internal control systems over the employee benefits area
• Preparation of the required forms and related schedules
• Assistance in retirement plan design, installation and update/amendment
• Review of annual anti-discrimination tests

We also provide unsurpassed employee retirement planning such as:

• Financial projections for income needed at retirement
• Employee education regarding retirement income needs
• Recommendations on how best to achieve retirement income needs

For additional information about our Employee Benefit Plans services, contact Jay J. Moeller, CPA, Audit Partner.