Employee Benefit Plans

Securing the future of your employees

Services Overview

Each year, the rules and regulations governing benefit plan compliance grow increasingly more complex. With heightened governmental scrutiny, are you confident your employee benefit plan is compliant with all applicable requirements? At Leone, McDonnell & Roberts, our audit staff is dedicated to maintaining up-to-date knowledge of employee benefit plan compliance, so you may rest assured your annual audit is thorough and compliant with the appropriate reporting and disclosure requirements.

Our employee benefit plan audit professionals have extensive experience, resulting in a high level of efficiency, reliability and quality throughout our audit engagements.

Our specialized services include:

  • Accounting services
  • Consultation concerning income or estate tax implications
  • Financial statement preparation
  • Full and limited scope audits as required by ERISA
  • Preparation of Forms 5500
  • Representation during IRS and Department of Labor audits
  • Special audit procedures directed toward compliance with regulatory requirements
  • Submission of forms to the IRS and Department of Labor
Have a Question or Concern?

Send us a note. We're here to help. One of our tax professionals will contact you promptly or at a time you specify.

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