Employee Benefit Plans

Macpage LLC has operated a dedicated and focused ERISA audit practice for over 20 years, becoming the first CPA firm in Maine, and one of the first 10 in the U.S., to join the AICPA Audit Quality Center for Employee Benefit Plans. Many of our ERISA clients enjoy working with our team because of our unique and specialized service area while also enjoying the benefits and resources of a larger firm. Our audit professionals are trained to be sensitive to your needs, but also tactical in the development and execution of a solid audit strategy for your plan. Their knowledge and ability to streamline information requests and to quickly resolve plan issues results in minimizing both the risk for the plan’s decision-makers and the disruption to management.

Macpage’s ERISA team can serve as a technical resource to your plan throughout the year. We routinely provide advice for a rich diversity of regulatory and income tax related matters, review plan document provisions, and provide guidance for operational and internal control queries. Our mission is to provide specialized services that will facilitate the smooth operation of our clients’ employee benefit plans, so that management can focus on its operations.

Macpage provides the following services to our EBP clients:

  • Audit services
  • Internal control consulting
  • 404(c) compliance reviews
  • Participant disclosures compliance reviews
  • 408(b)(2) expense consulting
  • Compensation consulting
  • Financial reporting of EBPs on employer financial statements
  • ERISA filing requirements
  • Tax qualification issues
  • Plan design assistance
  • Form 5500 series, 5330, 8955-SSA
  • Corrections assistance
  • DFVC and VFC program filings
  • Safe harbor plan issues
  • Nonqualified deferred compensation
  • Participant loan issues
  • Welfare plan disclosures
  • Claims audits
  • Vendor conversions
  • ESOP Plan and Sponsor Services

 

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