We view each employee benefits engagement as an opportunity to demonstrate our creativity, integrity and expertise in providing value and bottom line results to our clients as trusted business advisors.

Employee Benefits Service Expertise:

• Full & Limited Scope ERISA Audits of defined benefit plans
• Full & Limited Scope ERISA Audits of defined contribution plans (401(k) plans)
• Full & Limited Scope ERISA Audits of health and welfare plans
• Plan design and consulting including tax benefits analysis
• Employee benefit plan IRS audit representation
• Department of Labor inquiry and examination representation
• Deferred compensation plan and fringe benefit analysis
• Payroll compliance services
  
• Employee Stock Ownership Plans
• Individual and business retirement plan contribution analysis
• Form 5500 preparation
• Retirement plan selection analysis including 401(k), Roth, SEP, SIMPLE, Profit Sharing, ESOP, benefits plans and health and welfare plans

Employee Benefits Service Contacts:

Nancy Kiser, Partner
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Jason McDougall, Principal
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