Employee Benefit Plans

Computer and Pen on desk

In today’s complex employment market, much attention has been paid to employee benefits throughout successful firms. Employers face the challenge of creating an attractive workplace while controlling costs, keeping in compliance with regulations, and understanding the financial effects that benefit plans have on their business.

Our professionals are experienced in helping companies with all aspects of employee benefit plans — from initial design to implementation, administration, and compliance services. We are proud of our track record of providing employee benefit-related services. Our experience ranges from smaller plans to those with thousands of participants. Our expertise includes:

  • Outlining tax planning opportunities when setting up a qualified retirement plan
  • Designing defined benefit plans, defined contribution plans, cash balance plans, and profit-sharing plans
  • General plan reviews
  • Feasibility studies (e.g., for redesign of existing plans, or to determine whether a company should convert to a cash balance plan, etc.)
  • Transition policy services — recommending options for making conversions easier on employees
  • Developing prototype plans and submit plan documentation for IRS approval
  • Prepare required annual reports and participant information
  • Form 5500 preparation
  • Employee benefit plan financial and compliance audits
  • Assistance in termination of plans

Case | Sabatini

Over 45 years experience. Contact us for more information about your accounting needs.