Services
Social Security
Our Employee Benefit Plans professionals are poised to provide your company with consulting on plan creation to reporting requirements to audits and administration. Our team has the expertise to answer all of your retirement plan and tax-related questions.
SSO Form and Related Filings
- Form SSO series preparation and filing services
- Preparation and filing services for any related retirement plan filings
- Preparation of required employee communications
Retirement Plan
- Contribution allocations
- Year-end account preparation
- Compliance testing
- Census data updates
- Plan and participant communications
- Complete, timely and accurate record keeping services
Plan Audits
- Single and multi-employer plans
- Health and welfare plans
- Defined benefit plans including pension plans and retirement plans
