Retirement and Employee Benefit Plans

Benefit plan reporting regulations are increasingly complex and change regularly.  Our professionals can help ensure that you are following current regulations and reporting accurate and complete information.  We keep current by attending seminars to stay updated on new or changed regulations.

We can perform an audit of the financial statements of your health or retirement plans to satisfy the annual reporting requirements under the Employee Retirement Income Security Act of 1974 (ERISA).  The financial statements and supplemental schedules are required to be included in the Plan's Form 5500 filing with the Employee Benefits Security Administration of the Department of Labor (DOL).

Don't see what you're looking for?  Contact one of our professionals for more about services we offer.

Steven Halpern

 Steven D. Halpern, CPA
443-725-5395 x105