Employee Benefit Plans

Our EBP specialties include:

• Complex tax qualification requirements
• Employee Retirement Income Security Act of 1974 (ERISA)
• Internal Revenue Service (IRS) and Department of Labor (DOL) rules and regulations
• Funding status
• Actuary calculations of benefits
• Vesting schedules
• Timeliness of contributions
• Fiduciary responsibilities
• Multiemployer and multiple employer plans
• Record keeping responsibilities and tax filings, including Form 5500
• Audit requirements
• Fidelity bonding requirements
• Use of service providers
• Discrimination testing
• Voluntary Correction Program