There are a lot of options, a lot of rules, a lot of regulations and a lot of technical nuances to benefits administration. It’s OK if you don’t understand it. Bergan Paulsen is here to help you make sense of it all.

As a member of the American Institute of CPAs’ Employee Benefit Plan Audit Quality Center, Bergan Paulsen is constantly updated on changing laws and regulations regarding employer plans. Our hands-on approach includes thoroughly reviewing your plan documents and operations to keep you in check. When it comes to ensuring compliance, Bergan Paulsen brings you More.

Our employee benefit plan services include:

• Financial statement audits, including both full- and limited-scope compliance audits
• Consulting with and advising plan sponsors on legislative and regulatory activity
• Review of employer plans for compliance with IRS/DOL laws and regulations
• Preparation of new plan documents or amendments that comply with the latest laws and regulations
• Preparation of annual Form 5500 filings and summary annual reports

We also can consult with you on the many different types of retirement savings available to your employees, and help you figure out what’s best for your business.

We sponsor a volume-submitter plan which we can install as your 401(k), profit sharing or pension plan.

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