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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.

EBP AUDIT SHEET

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EBP CONSULTING SHEET

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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

  • "Our KPM accountant has always been quick to respond to questions and perform special research projects when needed. Even though our company and our needs have continued to grow over the many years we’ve worked with KPM, they have always kept pace with our needs."

    Brian Camey, President | The Traditional Bakery

  • "KPM is a full service firm with tenured accountants accomplishing the same work for its clients as most national firms. Our company’s history has included private equity (PE) investors in the last couple of decades. In all circumstances, these PE companies, who normally deal with ‘big four’ accounting firms, have all embraced KPM with great admiration. One such PE firm, after its experience through our company, engaged KPM for their company’s needs."

    Jon Dyer, Chief Financial Officer | K-MAC Holdings, Inc.

  • "KPM remains small enough to feel ‘comfortable’ through the personal attention we receive, yet they are large enough to have the expertise and resources we need."

    Brian Camey, President | The Traditional Bakery

  • "In the early years of our company, KPM provided general bookkeeping services and conducted a year-end review. We later migrated to an audit requirement and profit sharing administration, which was a natural flow. We are happy KPM was able to provide these needed accounting and consulting services."

    Jon Dyer, Chief Financial Officer | K-MAC Holdings, Inc.

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