Employee Benefit Planning

To recruit and retain quality talent, businesses need to offer prospective and current employees the right incentives. Our firm can advise clients on customized employee benefit plans from employee stock ownership (ESOP) to simple profit-sharing plans.

We consider various employee benefit or deferred compensation programs and the feasibility of new or existing plans, analysis of total employee compensation packages, review of benefit plan insurance policies, and employee orientation sessions prior to plan design and implementation.

Already have a suitable employee benefit plan? We also provide auditing services to our clients’ plans when mandated by federal regulations (usually when the plan exceeds 120 eligible participants, although circumstances can vary). These audits are designed to keep plans and plan sponsors in compliance with increasingly complex fiduciary responsibilities.