• Our employee benefit plan services group offers a full range of services for all types of defined contribution plans and pension plans, as well as non-qualified executive deferred compensation and equity plans.

    Employee benefit plan design and implementation
    Defined contribution plan including 401(k) and 403(b)
    Annual Form 5500 and Summary Annual Report
    Member AICPA Employee Benefit Plan Audit Quality Center
    EisnerAmper annually audits over 400 Employee Benefit Plans of Plan Sponsors.

    For more information on our employee benefit plan advisory services for defined benefit plans and defined contribution plans including 401(k) and 403b, contact our Employee Benefit Plan Services group.

    For the latest employee benefit plan news, view our Compensation and Benefits Blog.

     
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Employee Benefit Plan Advisory

  • We offer a full range of investment, administrative, tax advisory, and employee communication services for all types of defined contribution and pension plans, as well as non-qualified executive deferred compensation and equity plans.
     
    Attention to detail is the guiding force behind the way we do business. We balance an appreciation of the needs and objectives of your organization with the ability to understand the environment in which you operate. EisnerAmper is committed to the timely delivery of customized plans that focus on your specific objectives and to providing in-depth resources to help you create solutions. Our personal approach affords you the attention and service you require and allows us to quickly respond to your needs as they arise while our technical expertise enables us to design new plans or modify existing ones.

    Plan Access to Investments 

    • Access to Mutual Funds
    • Available Individual Brokerage Accounts through our Alliance Partners
    • Investment Review and Education provided through our Registered Investment Advisors EisnerAmper Wealth Advisors LLC and EisnerAmper Wealth Management and Corporate Benefits LLC
    • Analysis of Current Fund Offerings
    • Assistance with Fund Selection
    • Employee Investment Education

    Plan Design and Implementation 

    Design 

    • Analysis of Benefit Level Objectives
    • Analysis of Cost Objectives
    • Development of Detailed Plan Provisions 

    Implementation 

    • Prototype Plan Document and Summary Plan Description
    • IRS Submissions
    • Employee Education and Enrollment

    Plans and Services

    Defined Contribution Plan/401(k)/403(b) Recordkeeping
     

    • Plan and Trust Accounting
    • Individual Account Statements
    • Discrimination Testing
    • Annual Form 5500 and Summary Annual Report
    • 24-hour Web and Phone Access for Participants

    Executive Services 

    • Supplemental Executive Retirement Plans (SERP)
    • Equity Based Plans 

    ESOPs 

    • Plan Design
    • Plan Administration and Recordkeeping
    • Calculation of Re-Purchase Liability 

    Additional Services 

    • IRS and DOL Voluntary Correction Programs
    • Merger and Acquisition Due Diligence
    • Cafeteria Plans
    • Plan Termination Services
    • Form 5500 Outsourcing

    Search Employee Benefit Plan articles 

EisnerAmper is an independent member of PKF North America.
PKF North America is an independent member of PKF International.