Employee Benefit Services

In today’s marketplace, employers need a competitive employee benefits package to attract and retain top talent. Based in Los Angeles, Long Beach, and Orange County, Windes’ Employee Benefits Service (EBS) can partner with you to ensure that your employee benefit plans are designed to be cost-effective, remain in compliance with IRS, Department of Labor, and ERISA rules and regulations, and support your business objectives. Our professionals provide consulting and third-party administrative services for employer-sponsored qualified retirement and welfare employee benefit plans. Our employee benefits services include plan design and administration, annual reporting and disclosure to plan participants and the government, and specialized benefit packages such as distribution planning and compliance reviews.

The combined resources of our firm and the experience of our Employee Benefit Service professionals make Windes uniquely qualified to provide our clients with technical benefit package expertise and superior service. All EBS professionals are members of the American Society of Pension Professionals and Actuaries (ASPPA) and the National Institute of Pension Administrators (NIPA) and, as such, have earned nationally recognized professional designations. Annual continuing education keeps us current on the latest developments within the employee benefits field.

Windes is dedicated to providing quality benefit plan services to help you maintain your competitive edge and meet your retirement goals. You will have direct contact with your benefits package administrator and receive personalized service from experienced professionals who are directly responsible for your employee benefits plan.

Our services and resource are uniquely tailored to your company:

Compliance & Consulting

Defined Benefit & Cross-Tested Profit Sharing Plans

Employee Benefit Plan Audits


Profit Sharing & 401(k) Plans

403(b) Plans


For more information, please contact:

Therese S. Cheevers, APA, ERPA, Partner and Department Chair
Richard L. Green, CPC, QPA, QKA, APA, ERPA (Retired Partner)

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