Our clients include benefit plans with participants ranging from 200 to 20,000; many of them go back to their initial year of inception upon receipt of the approved determination letter from the IRS.
PROTECTING SINGLE AND MULTI-EMPLOYER PLANS SINCE 1947
- Audit, Review and Compilation of Financial Statements
- Governmental Filings (5500, 990, LM-2, etc.)
- Payroll Audits
- Annuity Fund Yield Calculations
- Plan Consolidations/Mergers
- Plan Valuations
- Projections and Trend Analysis
- Software Design, Installation, and Implementation, including contribution and member information, benefit payments, and annuity and vacation fund participation statements
- Special Projects and Studies
- Tax Research
Is Your Plan Compliant?