Employee Benefit Plans

Stay on top of your responsibilities as plan sponsor and in your fiduciary role while keeping the future retirement and health benefits of your employees safe.

CliftonLarsonAllen understands the risks you face — we view compliance services as powerful tools to improve operations, reduce waste, and tighten controls.

Learn more about our approach and experience providing employee benefit plan services.

Why Stop at Compliance? Amend Your Tax-Qualified Retirement Plan Before Restatement

Beginning on May 1, 2014, and continuing for two years, all tax-qualified retirement plans must be restated. This presents an ideal window to re-review your benefits plan to see if it’s meeting your goals.

Health Care Reform: Five Critical Compliance Questions

Here are five relatively basic questions every organization needs to answer to make sure they are complying with the law.

Affordable Care Act’s Whistleblower Provisions Complicate Employer Decisions

Employers must consider whistleblower provisions under the Affordable Care Act and ERISA Section 510 as they make employment decisions in response to the ACA.

How Much Will Health Reform Cost My Organization?

CliftonLarsonAllen’s Health Insurance and Penalty (HIP) calculator will help you weigh your options.

Health Care Reform Resource Center for Employers

Position yourself for success as the health care landscape shifts. Access health reform resources for employers.

ERISA and non-ERISA audits
Assist management in improving plan operations and staying abreast of current industry developments with quality employee benefit plan audits (single, multiple, and multi-employer) and audits of plans with 11-K filings.
Form 990 preparation
Stay on top of the Form 990 regulations and changes, and benefit from guidance provided to funded welfare plans required to file the form.
Form 5500 preparation and review
Satisfy the annual reporting requirements of the IRS and DOL by leveraging experience and insight in completing Form 5500.
Non-qualified and health care plan consulting
Help ensure your benefit programs are both attractive to employees and cost effective.
Service provider assessment
Review your service provider agreements and assess their services provided to the plan.

Offer your workforce an affordable and attractive benefits package without sacrificing resources to manage daily plan issues.

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