Employee Benefits

Focused on the future for you and your employees

Employee Benefits

Focused on the future for you and your employees

A benefit program designed specifically for your business.

We understand this. We ask questions, analyze your current situation, weigh all the options, keep your aspirations in mind and tailor a program created specifically for you.

Your program will provide you with strong benefits for recruiting, as well as pension and retirement planning. Your plan will be a tax savings vehicle for your business. We know those strategies well and counsel you on the tax implications of every decision you make regarding your plan.

The Benefits of Experience

  • 401 (k) Plans
  • Profit Sharing Plans
  • Money Purchase Pension Plans
  • Defined Benefit Plans

Administrative services for retirement plans:

  • Third party administration (quarterly and/or annually)
  • Plan document preparation
  • Compliance testing and reporting
  • Trustee services
  • Plan design consulting

As your needs change, we’ll adjust your plan accordingly – even if that means changing it to an entirely different program. Most importantly, we bring you the quality control and peace of mind that comes from partnering with a CPA firm as opposed to contracting with a third-party administrator.

The Benefits of Specialization – Auditing Employee Benefit Plans

In addition to designing Employee Benefit Plans, we also have a team dedicated solely to the audit of employee benefit plans. We are a member of the AICPA Employee Benefit Plan Audit Quality Center, and we are trained specifically in these types of audits. This is a unique ability, and we pride ourselves in the specialized techniques and procedures we are able to provide.

Contact Employee Benefits Team

We want you to realize your success as much as you do, so a shareholder is available at all times to help you achieve your goals.