Employee Benefit Services

In today’s marketplace, employers need a competitive employee benefits program to attract and retain top talent. Windes’ Employee Benefit Services (EBS) can partner with you to ensure that your employee benefits 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 benefit plans. Our services include plan design and administration, annual reporting and disclosure to plan participants and the government, and specialized projects such as distribution planning and compliance reviews.

The combined resources of our firm and the experience of our EBS professionals make us uniquely qualified to provide our clients with technical 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 our field.

We are 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 plan administrator and receive personalized service from experienced professionals who are directly responsible for your employee benefits needs.

Our services and resource are uniquely tailored to your company:

Compliance and Consulting

Defined Benefit and Cross-Tested Profit Sharing Plans

Employee Benefit Plan Audits


Profit Sharing and 401(k) Plans

403(b) Plans


For more information, please contact:

Richard L. Green, CPC, QPA, QKA, APA, ERPA

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