EisnerAmper professionals have the expertise and experience to provide a full range of tax compliance and planning services to qualified retirement plans, welfare plans, executive deferred compensation plans, and equity-based plans such as options, SARs, and phantom stock.
Our services include:
Qualified Retirement Plans – 401(k)/profit sharing, defined benefit pension, 403(b), ESOPs
- Plan design and documents from simple to complex
- IRS determination letter submissions
- Pension plan actuarial valuations for funding, FAS 35, 87,132*
- Annual contribution calculations and allocations
- Annual nondiscrimination testing – including for controlled groups and qualified separate lines of business
- Annual Form 5500 preparation – including DFE filings for hedge funds and private equity
- Provision of daily valuation platforms for 401(k) plans
Welfare Plans
- FAS 106 actuarial valuations for post-retirement benefits*
- Nondiscrimination testing for section 125 (cafeteria) plans
- Annual Form 5500 preparation
Executive deferred compensation plans
- Plan design and tax advice regarding 409A regulations – to both for-profit and not-for-profit employers
- Record keeping for defined contribution arrangements
- Actuarial valuations for funding and FAS158 under pension plan arrangements*
- ‘Prototype’ plan documents for plans of not-for-profit employers for counsel’s review
- DOL notice filings
Equity based plans (options, SARs, phantom stock)
- Design assistance and review
- Tax advice
*Provided through EisnerAmper Actuarial Services LLC
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