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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. But it doesn’t have to be.

Our benefit plan consultants maintain close contact with the United States Department of Labor (DOL) and are up to date on Employee Retirement Income Security Act (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 benefit plans, including attorneys, investment advisors, and third-party administrators, provide our clients with additional quality resources at their fingertips.

We are active members in the AICPA Employee Benefit Plan Audit Quality Center (EBPAQC), the mission of which is to promote the quality of employee benefit plan audits. Our team participates in various EBPAQC trainings during the year to stay current on ERISA and DOL regulations. Our team’s breadth and diversity of experience provides for efficient employee benefits plan audits and consulting.



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

Consulting & Advisory

  • Form 5500 Preparation
  • Audit Preparation Assistance
  • Internal Control Enhancement

Meet Our Leaders

Doug Brown

Douglas A. Brown

Partner | CPA

Steve Evans

Steven A. Evans

Partner | CPA | FHFMA

Sarah Padfield

Sarah J. Padfield

Partner | CPA

Scott Williams

Scott T. Williams

Partner | CPA