Benefit Plan Administration & Consulting

If there’s one topic that weighs on a business owner’s mind, it’s retirement plans — their own and  their employees’. The right plan can help attract and retain key employees today, and provide security for you as you plan for tomorrow.

Serving your retirement plan needs

Year-Round Focus

Retirement plan design, administration and benefits consulting are our group’s only focus. We concentrate solely on employee benefit services year-round. This is a core competency of our firm, not an add-on business, and our clients notice. We offer design, implementation and administrative services for:

  • 401(k) & 403(b) plans
  • Profit sharing plans
  • Money purchase plans
  • Target benefit plans
  • Cash balance plans
  • Traditional defined benefit plans
  • Defined benefit/defined contribution 401(k) combination plans
  • Non-qualified benefit plans

Our Experience

Our Benefit Plan Administration and Consulting Group offers all the sophisticated services you expect from a top CPA and advisory firm — but it’s our service style that sets us apart.

Because we believe better relationships produce better results, we train our professionals to deliver highly-valued client experiences. And it shows. Our client satisfaction ratings are 45% higher than the industry average.*

With more than 40 years of experience providing employee benefit services, we can help you stay compliant, manage risk and make smart decisions. But we also respond promptly, deliver quality and truly care about your success – now and in the future. We call it results through remarkable relationships.

Benefit Plan Administration & Consulting Services


We design custom retirement plans geared to each client’s financial situation. We are unaffiliated with any investment advisor, custodian, record keeper or product line. While other providers may try to fit your needs into a box that is already created, we can work outside of the box to provide a personalized solution.

We strive to know you and your business. We listen to your needs, ask clarifying questions, and respond accordingly. These services include:

  • Qualified plan documents ( including section 125 cafeteria plans)


Our solution will include customizing not only your plan design, but also the forms and procedures necessary to meet your specialized needs. Throughout our relationship, we will keep you and your staff abreast of fiduciary responsibilities, important deadlines, any changes in law, and trends in interpretation.

The end result is implementation of the best wealth accumulation and wealth protection plan for your employees. These services include employer/ employee communication.


If desired, a dedicated Plan Administrator can handle the day-to-day administration of your retirement plan. We know there is stress associated with year-end planning, so we proactively support you with projected year-end allocations and bonus calculations prior to year-end. Easing your stress and your workload is part of our client-centered philosophy. Our team consistently exceeds client expectations because we are dedicated to timely, accurate service. Our team has over 125 years of combined experience and we pride ourselves on meeting client needs responsively and proactively. These services include:

  • Valuation reports
  • Trust accounting
  • Testing (coverage & non-discrimination testing)
  • Contribution calculations
  • Vesting determinations
  • Assistance with distribution, hardship & loan processing

Corrective Action

If your organization is facing – or wants to avoid – penalties for noncompliance, our advisors can help you navigate the examination and correction processes. Our services include:

IRS or DOL examination representation:

  • Provide representation during the examination
  • Compile data requested by the agency
  • Provide space in our office for the agent to conduct the examination
  • Remain the agent’s point of contact throughout the examination

Assistance correcting operational errors:

  • Review plan documents and plan operation
  • Determine corrective action to be taken
  • Assist with plan amendments if needed
  • Calculate corrective contributions, lost earnings and adjustments as necessary
  • Prepare submissions to the IRS or DOL when required

Employee Benefit Plan Audit

We offer dedicated personnel and significant resources focused on compliance, enforcement, accounting and operational issues.


Benefit Plan Administration & Consulting Advisors

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