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Employee Benefit Plans

    • In today’s complex regulatory climate, navigating the realm of employee benefit plans can be arduous and complex. Our benefit plan specialists maintain close contact with the United States Department of Labor and are up to date on ERISA regulations to ensure that our clients can continue to rely on our team as their trusted advisors. In addition, our relationships with specialists in all areas of employee benefit plans, including attorneys, investment advisors, and third party administrators, provide our clients with additional quality resources at their fingertips.

To maintain, we are active members with high standard of quality in the AICPA Employee Benefit Plan Audit Quality Center whose mission is to promote the quality of benefit plan audits. Our team offers the appropriate breadth and diversity of experience to provide exceptional employee benefit plan services.



      • Profit Sharing Plans
      • 401(k), 403(b) Plans
      • ESOP
      • Form 11-K’s
      • Health & Welfare Plans

Consulting & Advisory:

      • Form 5500 Preparation
      • Audit Preparation Assistance
      • Self Correction Program Assistance
      • Internal Control Enhancement


Meet your team: