Employee Benefit Plan Accounting & Compliance
ERISA • 401(k) / 403(b) • Form 5500 • Plan Audits Keep your retirement and welfare plans compliant, accurate, and audit‑ready. We reconcile trust activity, automate payroll remittances, complete testing and filings, and coordinate with recordkeepers, TPAs, and auditors to lower risk and administrative burden.
Our Key Services
What We Handle
Sponsor‑side support to keep plans clean, compliant, and efficient.
Our Process
Assess
Review plan document, adoption agreements, RK setup, payroll feeds, and prior filings/testing.
Configure
Map payroll codes, eligibility rules, and file specs; set calendars, owners, and controls.
Operate
Reconcile monthly, monitor limits/testing, and clear exceptions before year‑end.
Close
Prepare audit packages and Form 5500/8955‑SSA/1099‑R/945 with e‑file readiness.
Improve
Optimize match true‑ups, fees, and processes; implement automation and dashboards.