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We assist with audits for 401(k) plans, merger and acquisition due diligence, IRS form 5500 preparation, forensic accounting and ERISA standards.

Employee Benefit Plan Advisory

Protecting the retirement and benefit assets of hard-working employees requires specialized support and expertise. EisnerAmper’s Pension Services and Employee Benefits Groups are dedicated to helping employee benefit plans meet their ongoing tax compliance and financial reporting challenges, so that benefit managers can focus time and resources on their core plan-administration roles.

Our Employee Benefits Tax Group’s professionals provide a full range of advisory services for employee benefit plans, that range from small plans to those with more than $1 billion in assets. It encompasses defined contribution plans ( 401(k), 403(b), and profit sharing) and defined benefit plans, as well as health and welfare plans. Our specialty is consulting, developing, and maintaining employee benefit plan solutions to meet the plan sponsor’s human resource, investment, and financial objectives.

We provide a full range of specialized tax compliance and planning solutions to help plan sponsors meet their fiduciary obligations, including IRS Form 5500 preparation, non-discrimination testing (including complex controlled group and affiliated service group testing), and assistance with the submission to the IRS voluntary correction program, Employee Plans Compliance Resolution System (EPCRS). In addition, the professionals at EisnerAmper have decades of experience designing, implementing and administering non-qualified executive retirement plans for executives of all types of organizations. Additional service concentrations include:

  • Advisory and compliance: plan termination services (PBGC and IRS); wrap-plan documents for health and welfare plans; merger and acquisition due diligence.
  • Design and implementation (qualified and nonqualified plans): benefit-level and cost objectives analyses; development of detailed plan provisions; custom and prototype plan documents and summary plan descriptions; IRS, DOL and PBGC submissions, notifications and negotiations; employee education and enrollment.
  • Executive services: Sections 409A and 83 advisory services; supplemental executive retirement plans (SERPs) including draft plan documents; equity-based plans.
  • Additional services: Compiled plan financial statements, forensic accounting services, agreed upon procedures for small plans, special projects

Our plan sponsor clients benefit from EisnerAmper’s commitment to fostering relationships with the ERISA community. Clients additionally benefit from a deep commitment to keeping clients abreast of EBP developments: EisnerAmper has been a member of the AICPA Employee Benefit Plan Audit Quality Center (EBPAQ) since its inception in 2005, publishes a blog and ongoing email Benefits Alerts, and maintains a Fiduciary Library resource of articles, videos and blog posts geared toward fiduciaries.

Information on the firm’s employee benefit plan audit services can be found by clicking here.