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
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