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EMPLOYEE BENEFIT PLANS

For more than 50 years, KPM advisors have been helping clients navigate the complexities of their employee benefit plans. From designing and implementing a new plan, to administering or amending an existing benefit plan and auditing your plan, KPM has experienced advisors to help you every step of the way. As part of our audit services, our employee benefit plan team will identify and provide recommendations to improve a plan’s internal controls, reporting, and operations. We have extensive experience with defined contributions plans (401k and 403b plans), defined benefit plans, employee stock ownership plans, and health and welfare plans.

EMPLOYEE BENEFIT PLAN AUDITS SHEET

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CHOOSING A QUALITY BENEFIT PLAN AUDITOR

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Navigate the complexities of your employee benefit plans

AUDIT & COMPLIANCE SERVICES

  • Audit & Assurance
  • Compliance Guidance
  • Fiduciary Responsibilities
  • Reporting Compliance
  • IRS Form 5500 Preparation & Review
  • IRS & Department of Labor Audit Navigation & Assistance

CONSULTING SERVICES

  • Plan Design & Long Term Planning
  • Preparing & Updating Plan Documents
  • Conduct Employee Communication Meetings
  • Allocate Contributions, Plan Earnings, Distributions, & Investment Transfers
  • Reconcile Plan Assets
  • Prepare Participant Statements
  • Perform Compliance Testing
  • Prepare Summary Annual Reports
  • Prepare Annual Accounting Reports

Employee Benefit Plans Team

IN THEIR WORDS

We would love to hear from you. Contact KPM today!