One of the Largest Accounting Firms Serving Retirement Plan Sponsors in Greater Philadelphia

In providing services to more than 250 employee benefits plans with assets of more than $30 billion, Kreischer Miller is one of the largest accounting firms serving sponsors of retirement plans in the Greater Philadelphia area.

Our dedicated and experienced employee benefits accounting professionals are regular attendees at state and national conferences and are actively involved in the PICPA Employee Benefit Plan Committee. Our employee benefits accounting plan practice is a significant focus area in the firm and our clients receive direct exposure to the practice leaders.

We invite you to connect with us to learn more about how our services may align with your employee benefit plan’s needs.

Employee Benefit Plan Experience
In-Depth Knowledge of Industry Issues
Accounting Services for Employee Benefit Plans

Employee Benefit Plan Experience

Our experience spans plans of all types and sizes, including:

  • Defined contribution, defined benefit, ESOPs, 403(b), multi-employer, master trusts, and health and welfare plans 
  • Plans ranging from 100 participants to more than 100,000 participants
  • Plan assets from less than $1 million to more than $6 billion
  • Experience across all industries

In-Depth Knowledge of Industry Issues

Our 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 and provide advice on the issues that face the industry, such as:

  • ERISA rules and regulations
  • Valuation of hard to value investments 
  • Department of Labor and IRS correction programs
  • Operational, compliance, and regulatory matters
  • Common plan deficiencies

Accounting Services for Employee Benefit Plans

  • ERISA Section 103(a)(3)(c) audits
  • Non-ERISA Section 103(a)(3)(c) audits
  • Form 11-K filings
  • Accounting support and financial statement preparation for PCAOB filers
  • Form 5500 and 990 preparation or review
  • Unique plan transactions
    • Plan mergers
    • Partial or full defined benefit plan freezes
    • Plan terminations
    • Change in service providers
  • Assistance with corrections related to operational defects
  • Assistance with deferral contribution correction calculations and remittance
  • Plan design review
  • Services for Employee Stock Ownership Plans

Employee Benefit Plan Experience

Our experience spans plans of all types and sizes, including:

  • Defined contribution, defined benefit, ESOPs, 403(b), multi-employer, master trusts, and health and welfare plans 
  • Plans ranging from 100 participants to more than 100,000 participants
  • Plan assets from less than $1 million to more than $6 billion
  • Experience across all industries

In-Depth Knowledge of Industry Issues

Our 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 and provide advice on the issues that face the industry, such as:

  • ERISA rules and regulations
  • Valuation of hard to value investments 
  • Department of Labor and IRS correction programs
  • Operational, compliance, and regulatory matters
  • Common plan deficiencies

Accounting Services for Employee Benefit Plans

  • ERISA Section 103(a)(3)(c) audits
  • Non-ERISA Section 103(a)(3)(c) audits
  • Form 11-K filings
  • Accounting support and financial statement preparation for PCAOB filers
  • Form 5500 and 990 preparation or review
  • Unique plan transactions
    • Plan mergers
    • Partial or full defined benefit plan freezes
    • Plan terminations
    • Change in service providers
  • Assistance with corrections related to operational defects
  • Assistance with deferral contribution correction calculations and remittance
  • Plan design review
  • Services for Employee Stock Ownership Plans

Employee Benefit Plans Specialists

Leader

Roman Leshak, Jr., CPA

Director, Audit & Accounting, Employee Benefit Plan Group Leader

Mark G. Metzler, CPA, CGMA, CEPA

Director, Audit & Accounting

Related Insights

Related Events

Memberships

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Learn more about how our services may align with your employee benefit plan’s needs.
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