Retirement Plan Sponsors

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.

GT Reilly & Company provides services to both large and small employee benefit plans. Our guidance goes beyond annual required ERISA audits for defined contribution plans and defined benefit plans. Experienced professional staff consult with clients on the design of pension plans that fit their companies’ needs. We help you understand the various plan types available and features within the plans, and the impact the plan type and features may have on your finances and plan operations.

Our Experience:

Audit and Related Services

  • ERISA Plan Audits
  • Department of Labor Form 5500 Filings
  • Liaison with Third Party Plan Administrators
  • Representation for IRS and DOL Audits

Consulting Services

  • 401(k) and 403(b) Plan Design Review
  • Nondiscrimination Testing and Corrective Actions
  • Participant Eligibility and Compliance Reviews

Contact our team on this page to discuss flexible services for your retirement plan needs.

See Audit & Assurance Services

OUR SERVICES

Advisory & Consulting

Tax Services &
Estate Planning

Audit & Assurance

Accountant and small business owner reviewing tax information.

Outsourced Accounting

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a director

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