Employee Benefit Plans
Experienced ERISA audit services for employee benefit plans.
North Carolina Audit & Assurance
Guidance for Plan Sponsors
As an employer, providing competitive benefits can be a powerful tool for attracting and retaining top talent. Great benefits can provide tremendous value to your organization, but they also bring additional risk and responsibility. When you choose to provide benefit plans for your employees, you are responsible for ensuring that your plan is managed effectively and responsibly.
As a general rule, Plans with 100 or more eligible participants are required to complete an annual audit, while smaller plans can also mitigate potential risk and ensure they are meeting their fiduciary responsibility with agreed upon procedures.
Employee Benefit Plan Services
We are long standing members of the AICPA Employee Benefit Plan Audit Quality Center and are committed to ensuring that our audits provide value, help our clients ensure they are meeting their fiduciary responsibilities, and meet the highest standards set forth by the AICPA and the Department of Labor.
Retirement Plans & Form 5500
DMJPS provides ERISA audits and Form 5500 preparation for a wide range of qualified retirement plans.
How We Help
- Profit Sharing Plans
- 401(k) Plans
- ESOPs
- SIMPLE Plans
- 403(b) Plans
- 457(b) Plans
- Cash Balance Plans
- Pension Equity Plans
- and more
Retirement Plans & Form 5500
DMJPS provides ERISA audits and Form 5500 preparation for a wide range of qualified retirement plans.
How We Help
- Profit Sharing Plans
- 401(k) Plans
- ESOPs
- SIMPLE Plans
- 403(b) Plans
- 457(b) Plans
- Cash Balance Plans
- Pension Equity Plans
- and more
Health & Welfare Plans & Form 5500
Our team also performs ERISA audits and Form 5500 preparation for health and welfare benefit plans.
How We Help
- Health Care Plans
- Cafeteria Plans
- Disability Plans
- Flexible Spending Accounts (FSAs)
- Health Savings Accounts (HSAs)
- Health Reimbursement Arrangements (HRAs)
- Pharmacy Benefit Managers
- Multiple Employer Welfare Arrangements (MEWAs)
- Group Insurance Arrangements
- and more
Health & Welfare Plans & Form 5500
Our team also performs ERISA audits and Form 5500 preparation for health and welfare benefit plans.
How We Help
- Health Care Plans
- Cafeteria Plans
- Disability Plans
- Flexible Spending Accounts (FSAs)
- Health Savings Accounts (HSAs)
- Health Reimbursement Arrangements (HRAs)
- Pharmacy Benefit Managers
- Multiple Employer Welfare Arrangements (MEWAs)
- Group Insurance Arrangements
- and more
Our People
The Experience Behind the Audit
Our employee benefit plan professionals understand the reporting requirements and detailed work involved in a plan audit. They bring focused experience to each engagement while keeping communication clear throughout the process.
Industry Experience
From construction and manufacturing to healthcare and real estate, see how we help organizations across North Carolina and surrounding states.
Keep Exploring
See our full range of services and learn how DMJPS can support your business through changing needs and new opportunities.
Stay Informed
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