Employee Benefit Plans & Labor Organization

Employee benefit funds consist of multi-employer welfare funds and pension funds as well as single employer plans covered by ERISA. Labor organizations and related employee benefit plans are a most significant segment of our business. We provide a full range of professional services to these organizations.

  • Audit of Financial Statements
  • Preparation of Form 5500, Form 990, Form PBGC-1, Form 990-T, etc.
  • Preparation of Form LM-2 and LM-3
  • Preparation of Management Letters
  • Representation before IRS and DOL
  • Payroll compliance tests of contributing employers
  • Benefit payment audits
  • Budgets
  • Software reviews
  • Employee searches
  • Expense Allocations
  • Trustee and officer expense analysis