Retirement and Health Plan Consulting and Compliance
Employers are faced with the complex regulations governing employer-sponsored benefits, increasing costs, and a workforce that counts on employer-sponsored benefits.
The LarsonAllen employee benefits consulting group can help you assess your benefit programs to make sure they are attractive to employees and cost effective. By keeping you informed of current regulation changes and trends, we also keep you in compliance.
Retirement and welfare plan services
- Retirement plan design study and consulting
- ERISA reporting and Form 5500 preparation
- Required minimum distribution calculation and consulting
- Retirement plan administrative procedures
- UBIT consulting on IRAs, qualified retirement plans, and VEBAs
- Welfare plan nondiscrimination consulting and testing
- VEBA consulting and reporting
- HSA and HRA consulting and modeling
Operational compliance services
- Qualified plan compliance review (annual or periodic)
- Qualified retirement plan corrections
- Assist clients and counsel with IRS or DOL plan audits
- COBRA and FMLA compliance reviews
- Small plan consulting and compliance
Specialized services
- Merger and acquisition due diligence
- Fiduciary review and compliance
- Nonqualified deferred compensation consulting
- Plan terminations
- Assist with compiling plan related data to complete accountant’s report and related projects
- Sarbanes-Oxley employee benefit and compensation-related services
Contact us for more information.