Employee Benefit Plan Audit
At SME our people are our greatest asset and we know you value your employees too. Benefit plans are an attractive way to help retain key employees. That’s why a complete, adequate and timely audit is important to your company. SME’s experience in plan development, implementation and administration helps business owners execute their fiduciary duties with a minimum effort.
SME understands the complex laws imposed by various regulatory agencies. The compliance obligations surrounding benefit plans are ever changing. SME understands these concerns and stays abreast of those changes to help reduce your risk of penalties or litigation. We provide you with ways to improve to benefit your company and your employees.
Employee Stock Ownership Plans (ESOPs)
ERISA Compliance Testing
ERISA, DOL and IRS Reporting
Flexible Benefit – Cafeteria plans Consulting & Planning
Form 5500 Compliance
Form PBGC-1 Annual Premium Payment to PBGC
Full and Limited Scope Retirement Planning Audits
IRA Planning
Participant Account Recordkeeping Reviews
Preparation of Summary Annual Report to Participants
Profit Sharing and 401K Plans
SME is also a member of the AICPA Employee Benefit Plan Audit Quality Center.
