Types of Services
- Full Scope or Limited Scope Employee Benefit Plan Audits
- ESOP Consulting
- SAS 70 Letter (Reports on Controls Placed in Operation)
- Form 5500 Annual Return/Report of Employee Benefit Plan Preparation and Review
- Summary Annual Reports
- Department of Labor or Internal Revenue Service Audit Representation
- Plan Document Review
- Succession Planning
- Investment Analysis
- Employment Benefits Planning and Consulting
- Assistance with E-Filing Your Form 5500 Using EFAST.
For more details about Employee Benefit Plans, contact Jeanette Bax-Kurtz, CPA at 314.862.2070. Or, e-mail email@example.com.