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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