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
The Crowe ESOP Advantage Solution

The Crowe ESOP advantage solution

More information for your participants, less work for you

Contact us 

Contact Crowe for consulting and compliance services that can help you design, launch, and manage your employee benefit plans.
Hugh E Reynolds
Hugh E. Reynolds III
Office Managing Partner, Fort Lauderdale, Benefit Plan Consulting and Compliance Services Leader