Employee Benefit Plan Audits and Tax Services

Employee Benefit Plan Audits and Tax Services

Providing Value-Added Service

Employee benefit and retirement plans are tremendous responsibilities for business owners.  Because the well-being of your employees and your business is at stake, working with trustworthy and experienced professionals is essential when planning for your employees’ futures. 

Our professionals can educate your employees about the plans, ultimately reducing the administrative burden for you and your staff.  Our well-trained professionals also ensure your plans remain compliant with constantly changing government regulations, meet testing requirements and fulfill reporting deadlines.

Our Services

DeLeon & Stang’s team understands the ins and outs of the investment, tax and regulatory climates associated with benefit planning.  We strive to provide a personalized solution carefully designed to integrate with your business strategy and provide maximum owner benefit. 

Our team is also qualified to perform required plan audits and 5500 tax return preparation for employee benefit plans.  We work to help ensure your compliance with state and federal regulations. 

Our employee benefit plan services include: 

  • Limited and full scope audit of employee benefit plans
  • Traditional plan design, implementation and monitoring
  • Non-traditional plan design, implementation and monitoring, including health and welfare plans and ESOP plans
  • Benefit compliance review
  • Qualified retirement plan compliance review
  • Benefit plan document composition
  • Benefit plan document assessment
  • Tax preparation
  • 403(b) retirement plans
  • SAS 70 report completion
  • Benefit plan participation services
  • 401(k) program design, product selection, implementation and monitoring
  • Benefit plan cost control planning
  • Benefit plan technology implementation
  • Retirement program development
  • Benefit plan administration