Employee Benefit Plans

As a plan sponsor in an increasingly complex environment facing employee benefit plans, you know that it is important to have an accountant that is committed to expertise in ERISA. We have dedicated staff specializing in accounting, reporting, compliance, and client support for employee benefit plans. Members of our ERISA group service defined contribution and defined benefit retirement plans, welfare plans, multiple employer plans, collectively bargained plans, and nonqualified plans. We audit over 60 plans and prepare Forms 5500 for many others.

Services

  • Determination of filing requirements
  • Audit services
  • Preparation of the Form 5500 series
  • Correspondence with the DOL and IRS
  • DOL/IRS audit assistance
  • Plan design
  • Prohibited transactions corrections assistance
  • Assistance with Summary Annual Reports
  • Deferred compensation planning
  • Compliance reviews
  • Claims audits
  • Payroll audits
  • Review of benefit calculations

Employee Benefit Plans

Lauren Corey's areas of specialization are employee benefit plans. She is currently Chairperson of the Firm's ERISA industry group and is Macdonald Page & Co LLC's designated AICPA Employee Benefit's Plan Audit Quality Center Director. Contact Lauren at ljc@macpage.com.


Thomas Flood's areas of practice have focused on employee benefits, personal financial planning, and bank taxation issues. He serves as the ranking tax Director within Macdonald Page & Co LLC's ERISA industry specialization group. Contact Tom at trf@macpage.com.


Tom O'Donnell provides advisory, as well as traditional tax and accounting services to employee benefit plans, financial insitutions, wholesalers, and manufacturers. Contact Tom at tod@macpage.com.

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