Employee Benefit Plan Services Employee benefit plans are an increasingly complex area. As laws relating to employee benefit plans change it is difficult to determine what courses of action are best for your employees and your plan. Additionally, as a plan sponsor there may be areas of responsibility of which you may not be aware. It is important that your plan be in compliance with current regulations. Many sponsors of well-maintained plans look to outside sources for advice in making difficult plan decisions. Finding these sources should be a high priority. As Certified Public Accountants and management consultants, we help our clients maintain the qualified status of their plans. Our qualified professionals have many years of experience with numerous employee benefit plans and related issues. We continually monitor current changes and are well versed in the Internal Revenue Code, the Department of Labor Rules and Regulations and the Employee Retirement Income Security Act of 1974. We provide a variety of services for employee benefit plans including:   Audited, reviewed, and compiled financial statements General plan consulting Form 5500 series preparation Plan testing (ADP/ACP, top-heavy, 415(c), etc.) Selection of custodian and third party administrator and fee evaluations Investment and ESOP valuation Third party administration services Custodian transfer reconciliations Plan education for employees Plan formation selection Plan administration manuals   Our services are not limited to those listed above. We customize our services to meet your specific needs. Please call us to discuss your employee benefit plan needs.