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Comply ConfidentlyEmployee Benefit Plans

Compliance with confidence

BerryDunn’s benefits experts bring deep experience to employee benefit plans, and work collaboratively with client stakeholders to add value, meet regulatory requirements, and encourage employee engagement. We specialize in optimizing plan design for pre-tax contributions and tax-deferred growth, and provide options for executive compensation and profit sharing plans. Our team guides clients through available alternatives, and works to design a plan structure that meets and balances goals, while ensuring compliance with the vast array of evolving tax rules that govern plans.

As a firm known for specializing in employee benefits and consulting, BerryDunn currently provides audit services to approximately 200 employee benefit plans throughout New England, and prepares more than 100 Forms 5500 for clients. Our credentialed staff receives specialized annual training to ensure up-to-the-minute knowledge and shares key concerns with affected clients.

Our consultants serve as resources to our audit teams on issues affecting employee benefit plans, while offering a full range of employee benefit-related services, including:

  • Plan administrator training
  • Plan design
  • Assistance to in-house trustees
  • Representations before the IRS and DOL
  • Assistance with plan documents, including amendments, terminations, and mergers

From initial planning to final deliverables and beyond, our team works to identify and meet timelines while maintaining focus on client objectives. Assigned staff maintains open and ongoing communication with clients throughout the course of the engagement to plan for new developments, to address regulatory changes, and to integrate key feedback. We utilize an audit service approach tailored to suit each client’s needs, and design solutions for uncompromising quality, accuracy, and economy.

To learn more, please contact our employee benefits audit services team

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