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Employee Benefit Plan Services

Offering your valued employees comprehensive benefit plans, including health care and tax-deferred retirement savings, helps you retain the best of the best talent to run your business.

Bland & Associates can navigate the planning, administration, and audits necessary for the wide-ranging benefit plans you want to offer to keep your employees happy.

Leave it to Bland

Managing the necessary compliance, filings and yearly audits associated with employee benefit plans can be a daunting task, especially when you really need to focus on your overall business goals to succeed.

Leave it to Bland! Our experienced professionals have spent years becoming experts in these very details. So, you can rest easy, and do what you do best – pursue your business goals!

 

Bland & Associates Employee Benefit Plan Services include: 

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EMPLOYEE BENEFIT PLAN AUDITS

U.S. Department of Labor (DOL) regulations require that employee benefit plans with more than 100 participants be audited annually. You need a qualified, independent public accounting firm to deliver complete and timely Audi reports, to prevent unnecessary penalties.
Bland offers audit services for the following:

  • Single and multi-employer plans
  • Health and welfare plans
  • Defined benefit plans — pension plans and cash balance plans
  • Defined contribution plans — 401(k) plans, 403(b) plans, profit-sharing plans, and employee stock ownership plans (ESOPs)

Did You Know?
Employee benefit plans with between 80 and 120 participants at the beginning of the plan year may file Form 5500 int he same category as they filed in the previous year. These plans may be able to complete Schedule I and file as a small plan under the 80 – 120 rule, thus not requiring an audit. Bland can help you figure out if your business is eligible.

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FORM 5500 SERIES AND RELATED FILING SERVICES

Bland provides comprehensive Form 5500 series preparation services and support, including employee benefit plan compliance assistance and consulting. You can count on our professionals to provide compilation and reporting that is complete, accurate and government-compliant. More specifically, we offer:

  • Form 5500 series preparation and filing services
  • Preparation and filing services for any related retirement plan filings, such as Form 8955-SSA or Form 5330
  • Preparation of required employee communications, including the Summary Annual Report

FYI… Form 5500 is due on the last day of the seventh month after the plan year-end. Also, plans covering less than 100 participants that are unfunded fully insured, or a combination of insured and unfunded are not required to file. Our associates are well-versed on the ins and outs of these requirements. You can leaver these details to us.

Designations and Associations

Bland team members hold the following designations and/or are members of the professional associations below.

Associations

  AICPA Employee Benefit Plan Audit Quality Center Member – To help CPAs meet the challenges of performing quality audits in this unique and complex area, the AICPA has established the Employee Benefit Plan Audit Quality Center, a firm-based voluntary membership center for firms that audit employee benefit plans.
BKR – The mission of the BKR Retirement Plan Auditors Practice Group is to provide a link between member firms in order to develop contacts, exchange information and ideas, share experiences, provide technical advice and updates on current standards and to hold roundtable discussions on practice management and other topics.

 

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