Solutions for Employee Benefit Plans

Retirement plans are essential for recruiting and retaining your valued employees, and offer significant income tax advantages through income deferral. We can help you to evaluate which of the following retirement plans may work best for your company:

  • 401(k) Profit-Sharing Plan
  • Simplified Employee Pension (SEP) Plan
  • SIMPLE IRA Plan
  • Traditional vs. Roth IRA Plan

Retirement plans with greater than 100 participants are generally required to be audited on an annual basis. Each year we perform many such audits, including several with participant and/or self-directed accounts, alternative investments, and other unique features.

Several of our professionals have special expertise in helping companies with all aspects of retirement plans - from initial design to implementation, administration, and compliance services. Whether your plan has one or 1,000 participants, you can count on Dohner, Louis & Stephens for excellent service and advice.

A comprehensive list of our Employee Benefit Plans Services follows:

Employee Benefit Plans Services

  • Audits of retirement plans (as required by the Department of Labor)
  • Financial statement preparation
  • Assistance with retirement plan design and implementation
  • Ongoing retirement plan administration (contributions, payouts, etc.)
  • Annual nondiscrimination testing
  • Independent review of investment manager performance
  • Required minimum distribution calculations
  • Cafeteria plan assistance
  • Productivity-based compensation formulas
 
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