Employee Benefit Plans
We deliver accurate, actionable employee benefit plan auditing to maximize the success of your company and take care of the people who power it.
Experts in Employee Benefit Plans
Compliance is critical when managing an employee benefits plan.
We offer dedicated employee benefit plan services tailored to your business’s unique needs. We offer ‘full scope’ and ERISA Section 103(a)(3)(c) audits, and our team stays current on the changes that will impact your plan and plan participants.
No matter what industry you operate in, Simon Lever’s team will deliver accurate and efficient employee benefit plan services.
Key Services
- Plan audits, including Section 103(a)(3)(c) audits
- Form 5500 Preparation
- Plan Design Consulting
Meet Our Employee Benefit Plan Experts
Learn More About Employee Benefit Plans
"*" indicates required fields
Service Done Differently
Service is at the heart of everything we do. Specializing in closely-held and family-owned organizations, we are deeply invested in the success of our clients. Our Lead Advisor approach gives each client access to an experienced professional who understands the value of asking the right questions and acting quickly on the solutions.