Employee Benefit Plan Consulting, Administration and Audits.
We provide our clients with employee benefit plan administration, offering specialized services that range from mandatory audits to strategic consulting. We help our client comply with complex regulations, such as those set by the Department of Labor (DOL), the Employee Retirement Income Security Act (ERISA) and the IRS.
Our Services.
Consulting and Design
Provide guidance on plan design, such as profit-sharing formulas, and offer consulting on fiduciary responsibilities and regulatory changes and compliance. We also offer standardized and non-standardized prototype plan documents.
Plan Administration
Services include annual administration for 401(k) profit sharing plans as well as defined benefit/cash balance plans.
Compliance and Tax Reporting
Prepare, review, and file Form 5500 and related forms and schedules. Trust reporting and accounting, participant accounting and reporting.
Audit Services
We conduct required audits for plans with 100 or more participants, preforming either full-scope or limited-scope audits, in accordance with ERISA and DOL requirements.
Pearce Bevill is a member of the AICPA Employee Benefit Audit Quality Center (EBAQC) and is a key indicator of quality, providing firms with specialized training, resources, and up-to-date information on regulatory changes.
