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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 the Partners

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 government 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 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 Benefit Audit Services

  • Defined benefit pension plans
    • Cash balance pension plans
    • Money purchase pension plans
      • Defined contribution plans
    • 401(k) plans
    • 401(a) plans
    • Profit-sharing plans
    • 403(b) plans
    • 457 (b)/(f) plans
    • Employee stock ownership plans (ESOP)
  • Voluntary employee benefit association (VEBA) services
  • Multiemployer plan audit services
  • Health & 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