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