Employee Benefit Plans
Employee benefit plans come with complex reporting requirements and evolving regulatory responsibilities. Our dedicated employee benefit plan team helps organizations stay compliant, strengthen reporting accuracy, and navigate plan audits with confidence.
Lumsden McCormick helps remove the complexity of managing employee benefit plans. Our dedicated employee benefits team supports organizations of all sizes with audits, 5500 reporting, and advisory services across a wide range of plan types.
We bring deep technical expertise and a strong commitment to quality. As members of the AICPA’s Employee Benefit Plan Audit Quality Center, we meet rigorous professional standards and stay current on evolving regulations—so you can move forward with confidence.
Employee Benefit Plan Services include:
- Employee benefit plan audits, including 401(k), 403(b), defined benefit, multi-employer, health and welfare, and ESOP plans
- Form 5500 annual reporting and related tax requirements
- Consulting on Department of Labor and ERISA compliance, as well as plan accounting systems, policies, and procedures
Latest Insight
What Should You Know About Charitable Giving and Estate Planning in 2027?
The One Big Beautiful Bill (OBBB) Act, signed into law on July 4, 2025, rewrote several rules that affect how you give and how you pass wealth to the next generation. Most provisions took effect in 2026, so 2027 will be the first year many taxpayers plan around them from the start. Charitable Deductions Look […]
