• Our employee benefit plan tax services team provides tax compliance and tax planning services to qualified retirement plans, welfare plans, executive deferred compensation plans and equity-based plans.

    Qualified Retirement Plans – 401(k), defined benefit pension, 403(b) and ESOP
    Welfare plans and annual Form 5500 preparation
    Executive deferred compensation plans and equity based plans
    Member AICPA Employee Benefit Plan Audit Quality Center

    EisnerAmper audits over 400 Employee Benefit Plans annually. 

    For more information on our employee benefit plan tax services for retirement plans including 401(k) and 403(b) and deferred compensation plans, contact our Employee Benefit Plan Services group.

    Our Compensation and Benefits Blog has the latest benefit plan news.

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Employee Benefit Plan Tax

  • EisnerAmper professionals have the expertise and experience to provide a full range of tax compliance and planning services to qualified retirement plans, welfare plans, executive deferred compensation plans, and equity-based plans such as options, stock appreciation rights (SARs), and phantom stock.

    Our services include:

    Qualified Retirement Plans – 401(k)/profit sharing, 403(b), ESOPs

    • Plan design and documents from simple to complex
    • IRS determination letter submissions
    • Annual contribution calculations and allocations
    • Annual nondiscrimination testing – including for controlled groups and qualified separate lines of business
    • Annual Form 5500 preparation – including DFE filings for hedge funds and private equity
    • Provision of daily valuation platforms for 401(k) plans

    Welfare Plans

    • Nondiscrimination testing for section 125 (cafeteria) plans
    • Annual Form 5500 preparation

    Executive deferred compensation plans

    • Plan design and tax advice regarding 409A regulations – to both for-profit and not-for-profit employers
    • Record keeping for defined contribution arrangements
    • ‘Prototype’ plan documents for plans of not-for-profit employers for counsel’s review
    • DOL notice filings

    Equity based plans (options, SARs, phantom stock)

    • Design assistance and review
    • Tax advice

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