Employee Benefit Services Compliance & Consulting

Our EBS professionals provide extensive consulting on qualified plan issues, including comprehensive compliance reviews of existing plans. We can assist employers in analyzing existing plan features, determining the cost of plan termination, and preparing for audits. We can help plan participants decide on the best distribution options for their individual situations. We are also experienced in using the many governmental programs available to address plan operational or design defects, or missed filings.

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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Defined Benefit & Cross-Tested Profit Sharing Plans

Employee Benefit Plan Audits


Profit Sharing & 401(k) Plans

403(b) Plans


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