The accounting and tax issues involved with employer-provided benefit plans can be overwhelming. We can assist with the development, implementation and administration of your employee benefit plan.

  • Annual allocation of employer contributions and forfeitures to the accounts of active participants
  • Individual   participant   statements   allocating   investment   results,   transfers, employer contributions in accordance with plan specifications to each participant’s investment accounts.   Certificates can reflect both dollar values and units held.
  • Form 5500, annual report for employee benefit plans, plus related schedules.
  • Summary annual report (SAR) for distribution to all participants
  • All required plan testing, calculations, including those for participation, coverage, and non-discrimination.
  • Preparation of distribution form

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