Managing the details of your Employee Benefit Plan requires a team of specialists with very specific knowledge and expertise. As the largest locally-owned firm in Lincoln, we can offer the experience you need.
Benefits We Provide:
For more than fifteen years, we have provided services to plans with over $50 million in assets. Our commitment to quality is demonstrated by our membership in the Employee Benefit Plan Audit Quality Center (AICPA). This is a voluntary commitment for firms that audit employee benefit plans. We perform a significant array of other income tax and financial planning work, and we can apply this background in assisting you beyond your employee benefit plan compliance needs.
Services We Provide:
- ERISA Audits
- Tax return preparation (Form 5500; Summary Annual Reports)
- Agreed-upon procedures related to fraud
- Internal control policies creation and revision
- Legislative and regulatory changes consultation
- Department of Labor / Internal Revenue Service audit assistance
For further information on our Employee Benefit Plan niche services please contact us today at 402.423.4343.