EMPLOYEE BENEFIT PLAN/AUDIT

Services that go beyond the expected…..

Compliance with government guidelines for employee benefit audits requires both knowledge of the accounting and tax issues involved and ongoing monitoring of new regulatory developments. SME’s experience in plan development, implementation and administration helps business owners execute their fiduciary duties with a minimum of effort.

Our audits address the reporting requirements of the IRS, the Department of Labor (DOL) and the Pension Benefit Guaranty Corporation (PBGC). We make it our job to know when rules change and to keep our clients aware and in compliance.

We offer a full range of services, including:

• Full and limited scope retirement planning audits
• Profit sharing and 401K plans
• IRA Planning
• Flexible benefit – Cafeteria plans consulting & planning
• Employee Stock Ownership Plans (ESOPs)
• Form 5500 compliance
• Form PBGC-1 Annual Premium Payment to PBGC
• ERISA compliance testing
• ERISA, DOL and IRS reporting
• Preparation of Summary Annual Report to Participants

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