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Employee Benefit Plans

Employers who want to recruit and retain the most talented employees gain a competitive advantage by offering a comprehensive benefits package, including high-quality medical insurance, pension plans, and profit-sharing arrangements. Yet requirements by the U.S. and New York State Departments of Labor, the IRS, and other regulatory bodies can be complex and confusing. The consequences for noncompliance can result in unforeseen penalties and unexpected repercussions.  

Lumsden McCormick can remove the complexity of managing your company’s employee benefit plans.

Our employee benefits practice team provides employee benefit plan audits, tax reporting, and consulting services to employers both large and small with a variety of single and multi-employer benefit plans. 

We are members of the American Institute of Certified Public Accountants’ Employee Benefit Plan Audit Quality Center. Membership requires compliance with stringent continuing education requirements and provides a network of valuable resources and industry tools.

Audit and assurance services:

  • Employee benefit plan audits
    • 401(k) Retirement Plans
    • 403(b) Retirement Plans
    • Defined Benefit Retirement and other Plans
    • Multi-employer Benefit Plans
    • Health and Welfare Plans
    • Employee Stock Ownership Plans (ESOP)

Tax services:

  • Form 5500 Series annual reporting requirements

Consulting services:

  • Department of Labor and ERISA regulatory compliance
  • Plan accounting systems, policies, and procedures

For more information about employee benefit plan audit services from Lumsden McCormick, please contact the Lumsden McCormick service leaders or complete the form below.

Services Leaders

Thomas Burns

Thomas M. Burns, CPA, CMA

Principal
Sherry DelleBovi

Sherry L. DelleBovi, CPA

Partner
Michael Grimaldi

Michael J. Grimaldi, CPA

Partner
Jill Johnson

Jill M. Johnson, CPA, CFE, CITP, FHFMA

Partner

Upcoming Events

AuditWatch University Level 3

AuditWatch University Level 3

May 23, 2020

AuditWatch University Level 3: Beginning In-Charge Training prepares auditors to take in-field responsibility for an audit engagement. It mixes discussion with case studies to provide an in-depth look at designing and completing the key steps in an audit.

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AuditWatch University Level 2

AuditWatch University Level 2

May 23, 2020

AuditWatch Level 2: Experience Staff Training introduces auditors to the complete audit process and plan. It focuses on ways for staff and senior accountants to significantly participate in the risk assessment procedures, including efforts surrounding internal controls.

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