EMPLOYEE BENEFIT PLANS
Services provided to Employee Benefit Plan clients
-
Financial statement audits (full scope and limited scope) in compliance with standards established by the AIPCA and the Department of Labor (DOL)
-
Tax compliance and consulting, including preparation of Forms 5500 and 990
-
Consultation regarding previous plan noncompliance with DOL/ERISA rules and regulations
Experience with complex issues unique to employee benefit plans
-
Defined benefit plans (pension plans)
-
Defined contribution plans (profit-sharing and 401(k) plans)
-
Employee stock ownership plans
-
Health and welfare benefit plans
-
Plan terminations and curtailments
-
80/120 participant rule for determining whether a plan audit is required
-
IBNR calculations
-
Erwin & Company is member of the AICPA Employee Benefit Plan Audit Quality Center