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Employee benefits and compensation packages are more complex than ever, with more choices available. We research and recommend competitive benefits
packages, then help you implement, administer and monitor the plan you select.
RETIREMENT PLAN ADMINISTRATION: We handle virtually all types of retirement plans, including:
- 401K
- 403(b)
- Other Pension and profit-sharing plans
- ESOPs
In addition to accounting, we:
- Prepare individual participant statements
- Provide discrimination testing
- Prepare all tax forms and related schedules
- Handle participant loan accounting
RETIREMENT PLAN CONSULTING: Our retirement services also include:
- Design and consultation for non-qualified benefits for key employees, as well as cafeteria plans
- Prepare projections of employer costs and employee benefits
- Design pension and profit-sharing plans
- Calculate contributions to retirement plans
- Advise on ESOP issues
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