In today’s competitive marketplace, employee benefits plans are critical to recruiting top candidates for jobs, as well as fostering goodwill and company loyalty with current staff.
The integrity of your organization’s retirement plan ensures that you can fulfill the promise you make to your employees as participants in your retirement plan.
We work with clients to design and implement customized plans that fit their companies’ unique needs, whether dealing with 401(k) or 403(b) plans, profit sharing plans, ESOP or Sec. 125 plans.
Our Experience:
- ERISA Plan Audits
- 401(k) and 403(b) Plan Design and Implementation
- Participant Eligibility and Compliance Reviews
- Employee Benefit Plan Education
- Nondiscrimination Testing and Corrective Actions
- Department of Labor 5500 Filings
- Retirement Benefit Plan Consulting
- Liaison with Third-Party Plan Administrators
- Representation for IRS and DOL Audits
We work with clients to design and implement customized plans that fit their unique needs, whether dealing with 401(k) or 403(b) plans, profit sharing plans, ESOP or Sec. 125 plans. Contact us to discuss flexible options.
Our services and areas of expertise include:
◈ BSA/OFAC validations
◈ ACH audits
◈ Forensic/fraud investigations
◈ Verification of accounts
◈ Internal control reviewsIT risk
Speak with
a director
Vice President & Director
Director of Employee Benefit Services
Accounting & Auditing Director
Director of Employee Benefit Services
WHAT OUR TEAM SAYS...
I like rolling up my sleeves and figuring out the best solution to meet a client’s needs.
Joe Femia
WHAT OUR TEAM SAYS...
When clients feel they are on a firm foundation, they can plan for the future with confidence.
Charlie Kennedy
WHAT OUR TEAM SAYS...
Getting to know my clients well, even on a personal level, is not only personally satisfying, but it helps me find more effective solutions to their problems.
Jayme Moore
WHAT OUR TEAM SAYS...
I enjoy working with my clients on problem solving and educating them about net assets and related restrictions within the nonprofit world.
Linda Kramer
WHAT OUR TEAM SAYS...
Working as a member of a client’s team is the thing I enjoy most, especially when I can help a company that is experiencing rapid change.
Steve Rollins
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