Retirement Plan Sponsors

In today’s competitive marketplace, employee benefits plans are critical to recruiting top candidates for jobs, as well as fostering goodwill and company loyalty with current staff.

The integrity of your organization’s retirement plan ensures that you can fulfill the promise you make to your employees as participants in your retirement plan.

We work with clients to design and implement customized plans that fit their companies’ unique needs, whether dealing with 401(k) or 403(b) plans, profit sharing plans, ESOP or Sec. 125 plans.

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Our experience with employee benefit plans:

  • Retirement plan audits
  • Plan design and implementation
  • Compliance reviews
  • Employee education
  • Discrimination tests and corrective actions
  • Department of Labor filings
  • Consulting
  • Liaison with third-party administrators
  • Representation under IRS and DOL audits

Our services and areas of expertise include:

◈ Financial statement audits
◈ BSA/OFAC validations
◈ ACH audits
◈ Forensic/fraud investigations
◈ Verification of accounts
◈ Internal control reviewsIT risk

Speak with
a director

Contact
practise-leader
Kevin J. Bonnett, CPA

Vice President & Director

Director of Employee Benefit Services

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practise-leader
Linda J. Kramer, CPA, MBA

Accounting & Auditing Director

Director of Employee Benefit Services

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WHAT OUR TEAM SAYS...

I like rolling up my sleeves and figuring out the best solution to meet a client’s needs.

Joe Femia

WHAT OUR TEAM SAYS...

When clients feel they are on a firm foundation, they can plan for the future with confidence.

Charlie Kennedy

WHAT OUR TEAM SAYS...

Getting to know my clients well, even on a personal level, is not only personally satisfying, but it helps me find more effective solutions to their problems.

Jayme Moore

WHAT OUR TEAM SAYS...

I enjoy working with my clients on problem solving and educating them about net assets and related restrictions within the nonprofit world.

Linda Kramer

WHAT OUR TEAM SAYS...

Working as a member of a client’s team is the thing I enjoy most, especially when I can help a company that is experiencing rapid change.

Steve Rollins

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