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
- Software reviews
- Employee searches
- Expense Allocations
- Trustee and officer expense analysis