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 benefits services tailored to your business’s unique needs. Our specialists will also guide you through the ever-shifting benefits plan. We offer full and limited scope audits and stay current on the changes that impact your business and its employees.
Whether you’re a well-established manufacturer or a construction firm, Simon Lever’s team will deliver accurate, actionable employee benefits auditing.
Key Services
- Full- & Limited-Scope ERISA Audits
- Form 5500 Preparation
- Plan Design & Consulting, including Tax Benefits Analysis
- Department of Labor Inquiry & Examination Representation
- Payroll Compliance Services
- Retirement Plan Selection Analysis
- Compensation Nondiscrimination Testing
- Deferred Compensation Plan & Fringe Benefit Analysis
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.