• Our employee benefit plan auditing services offer a full range of services for all types of defined contribution and pension plans, as well as non-qualified executive deferred compensation and equity plans.

    Plan access to investments - Mutual Funds, Individual Brokerage Accounts
    Benefit plan design and implementation
    Defined Contribution Plan/401(k)/403(b) Recordkeeping and Form 5500
    Supplemental Executive Retirement Plans (SERP)
    Member of AICPA Employee Benefit Plan Audit Quality Center (EBPAQC)

    EisnerAmper annually audits over 300 Employee Benefit Plans of publicly and privately held Plan Sponsors.

     
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Employee Benefit Plan Advisory

  • We offer a full range of investment, administrative, tax advisory, and employee communication services for all types of defined contribution and pension plans, as well as non-qualified executive deferred compensation and equity plans.
     
    Attention to detail is the guiding force behind the way we do business. We balance an appreciation of the needs and objectives of your organization with the ability to understand the environment in which you operate. EisnerAmper is committed to the timely delivery of customized plans that focus on your specific objectives and to providing in-depth resources to help you create solutions. Our personal approach affords you the attention and service you require and allows us to quickly respond to your needs as they arise while our technical expertise enables us to design new plans or modify existing ones.

    Plan Access to Investments 

    Access to Mutual Funds
    Available Individual Brokerage Accounts through our Alliance Partners
    Investment Review and Education provided through our Registered Investment Advisors EisnerAmper Wealth Advisors LLC and EisnerAmper Wealth Management and Corporate Benefits LLC
    Analysis of Current Fund Offerings
    Assistance with Fund Selection
    Employee Investment Education


    Plan Design and Implementation

    Design     

    Analysis of Benefit Level Objectives
    Analysis of Cost Objectives
    Development of Detailed Plan Provisions 


    Implementation 

    Prototype Plan Document and Summary Plan Description
    IRS Submissions
    Employee Education and Enrollment

     

    Plans and Services

    Defined Contribution Plan/401(k)/403(b) Recordkeeping     

    Plan and Trust Accounting
    Individual Account Statements
    Discrimination Testing
    Annual Form 5500 and Summary Annual Report
    24-hour Web and Phone Access for Participants

    Executive Services 

    Supplemental Executive Retirement Plans (SERP)
    Equity Based Plans

    ESOPs 

    Plan Design
    Plan Administration and Recordkeeping
    Calculation of Re-Purchase Liability

    Additional Services 

    IRS and DOL Voluntary Correction Programs
    Merger and Acquisition Due Diligence
    Cafeteria Plans
    Plan Termination Services
    Form 5500 Outsourcing

    Search Employee Benefit Plan articles

     

     

An Independent Member of PKF International Limited.