Benefit plan consulting

Tailor your benefits program to your organization while addressing evolving compliance and stakeholder requirements

Whether designing, managing, or optimizing employee benefit plans for your organization, let us put our nationally recognized planning services to work for you.

Our professional benefit & retirement services

Employee stock ownership plan (ESOP) services

Feasibility studies
Recordkeeping
Compliance testing
Preparation of annual Form 5500 reporting
Repurchase obligation studies
Assistance with IRS and Department of Labor audits
General consulting

Retirement and health plan services

Retirement plan design and document preparation
Third-party recordkeeping
Compliance assistance in meeting IRS and Department of Labor regulations
Form 5500 and Form 720 preparation

Human resource consulting services

Highly confidential consulting services
Implementation of best practices
Policy assessment and design
Development of programs for base, executive, and incentive compensation

Employee stock ownership plan (ESOP) services

Feasibility studies
Recordkeeping
Compliance testing
Preparation of annual Form 5500 reporting
Repurchase obligation studies
Assistance with IRS and Department of Labor audits
General consulting

Retirement and health plan services

Retirement plan design and document preparation
Third-party recordkeeping
Compliance assistance in meeting IRS and Department of Labor regulations
Form 5500 and Form 720 preparation

Human resource consulting services

Highly confidential consulting services
Implementation of best practices
Policy assessment and design
Development of programs for base, executive, and incentive compensation