Employee Benefit Plans

Specialized services for employee benefit plan sponsors

In providing services to over 200 employee benefit plans, Kreischer Miller is one of the leading accounting firms serving sponsors of retirement plans in the United States. Our experience includes plans of all types and sizes, including defined contribution, defined benefit, ESOPs, 403(b), multi-employer, master trusts, and health and welfare plans. Plans range from those with 100 participants to those with over 100,000 participants, with plan assets from less than $1 million to over $3 billion across all industries. This diverse range of experience—from small single location plans to those sponsored by large, Fortune 500 companies—gives us the background and depth to understand the issues that face the industry, such as:

  • ERISA rules and regulations
  • Department of Labor and IRS correction programs
  • Assistance with operational, compliance, or regulatory matters

Core Services

Specialty Services for Employee Benefit Plans

  • Full or limited scope audits under Section 29 CFR 2520.103-1(b)
  • Form 11-K filings
  • Form 5500 and 990 preparation or review
  • Consultations regarding plan terminations or mergers
  • Assistance with remedying operational defects
  • Assistance with deferral contribution and remittance calculations
  • Annual nondiscrimination testing
  • Plan design review

Kreischer Miller is a member of the AICPA Employee Benefit Plan Audit Quality Center.

AICPA EB Plan Audit Quality Center