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employee benefit plan administration shannon1283 .pdf

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employee benefit plan administration shannon
Your employees deserve great benefits, but setting up and administering employee BENEFIT
plans can be a hassle. Whether a 401k or PROFIT sharing, we'll help you plan and administer
your employee benefits plan and, more importantly, make sure it fits your long-term strategic
business goals. We also offer cafeteria plans, including flexible spending accounts and premiumonly plans.
To subscribe to or download issues of our "Employee Benefit Advisor" please check out our
[Newsletter page]
Fiduciary checklist for plan sponsors
Our services for employee benefit plan design and implementation include:
•Consulting on benefit plan design
•Plan and trust document preparation
•Summary Plan Description
•Preparation of DOL and IRS forms
•Employee communications
•Training and administrator's guide
•Employee forms
Annual employee benefit plan administration includes:
•Compliance testing
•Trust reporting and accounting
•PARTICIPANT accounting and reporting
•IRS and participant reporting
•Presentation to employees and INVESTMENT committees
As a certified public accounting firm, we provide services independent of any affiliation with
investment, trust or insurance companies.

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