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




Copyright  © Wheeler, Wolfenden & Dwares CPA. All Rights Reserved.



Lewes Office: 17577 Nassau Commons Blvd, Suite 204, Lewes, DE 19958
PHONE  302.360.2040 / FAX: 302.644.1281

Wilmington Office:
4550 New Linden Hill Road, Suite 201, Linden Park, Wilmington, DE 19808
 PHONE 302.254.8240 / FAX: 302.254.8244


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