INDUSTRIES EMPLOYEE BENEFIT PLANS Executing human capital strategies presents numerous challenges for human resource managers who must stay abreast of a changing business environment and evolving requirements. To attract and retain talented staff, employee benefits plans must be appealing, competitive and recognized for creating a cohesive environment in which to work. Equally important is that they adapt as the business grows. Adding to the human resource manager’s burden are the time and resources that must be devoted to plan audits in order to meet federal compliance requirements. Meet Our Professionals Timothy J. Desmond Partner Christopher Casini Partner Matthew Corona Partner Louis F. LiBrandi Principal John N. Vitucci Principal PKF O’Connor Davies has a dedicated Employee Benefit Services Practice that can help organizations balance these essential priorities quickly and effectively. Our partners and staff share considerable expertise in both public and private industry sectors. They understand the complexities associated with all aspects of comprehensive employee benefit plans and have significant experience satisfying plan compliance, disclosure and reporting requirements. As members of the American Institute of Certified Public Accountants’ (AICPA) Employee Benefit Plan Audit Quality Care Center, our specialists adhere to the highest standards of audit quality and control. A full range of specialized audit and tax advisory services for both employers and plan administrators. Audit Services for Employee Benefit Plans Delivering a full range of specialized audit services to both employers and plan administrators, our employee benefit teams can provide comprehensive or targeted audit consulting services. We offer practical solutions to continually evolving regulatory obligations, specifically including matters involving the Department of Labor and the Securities and Exchange Commission. We can also provide consultation and guidance on the enhancement of operational controls, procedures, administration and coordination of employee benefit plans. Our services include: Retirement and Welfare Plans Defined benefit pension plans Cash balance pension plans Defined contribution plans 401(k) plans 401(a) plans 403(b) plans 457 (b)/(f) plans Employee stock ownership plans (ESOP) Money purchase pension plans Profit-sharing plans Voluntary employee benefit association (VEBA) services Multi-employer plan audit services Health and welfare benefit audit services Employee financial education Total compensation services Compensation plans Deferred compensation plans Non-qualified executive deferred compensation and equity plans HR transaction services Representation and responses regarding regulatory inquiries and notices Global mobility HR operational improvements Tax Advisory Services For All Retirement Plans, including 401(k) & 403(b) Plans Form 5500 and required schedules Form 8955-SSA to IRS Form 5330 – Excise Tax Tax Issues Plan compliance reviews Nondiscrimination testing IRS/DOL representation for examinations Preparation of Voluntary Compliance Program (VCP) & VFC applications to IRS & DOL Preparation of 5500s for the DOL’s Delinquent Filer Voluntary Compliance Program (DFVCP) Termination plan procedures and find missing participants 403(b) plan document reviews For Non-Qualified Deferred Compensation Plans 457(b) plan document preparation Rabbi Trust document creation Plan document reviews Registration statement filing with the DOL Employment tax withholding issues and reporting of distributions For Welfare Plans Form 5500 Form 720 PCORI Fees (self-insured plans), including HRA plans ACA Forms prepared and filed with IRS Plan compliance reviews Nondiscrimination testing for 125 cafeteria plans and self-insured plans DOL investigation representation Prepare “Wrap” plan documents and Summary Plan Descriptions Prepare 5500s for the DOL’s Delinquent Filer Voluntary Compliance Program (DFVCP) applications VEBA trust issues For Fringe Benefits and Payroll Taxes Accountable plan reviews Nondiscrimination testing for group term life insurance Tax questions and reporting BACK TO INDUSTRIES EMPLOYEE BENEFIT PLANS Employee Stock Ownership Plans Let PKF O’Connor Davies be the go-to source for your accounting, auditing, tax and cyber needs. We keep our clients in the know with our complimentary Thought Leadership publications and professional education events. We are responsive and focused on quality client service while delivering tailored solutions and useful feedback. You have a responsibility to ensure the financial success of your business. PKF O’Connor Davies is prepared to provide the necessary support. 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