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.
The Affordable Care Act: Determining Large Employer Status for 2014Employers must understand how to determine if they are a large employer under the Affordable Care Act, and use this information when deciding to offer insurance.
AICPA Releases Plan Advisory For Employee Benefit Plan Financial Statement AuditsThe Employee Benefit Plan Audit Quality Center recently released its fifth plan advisory to help plan sponsors, plan administrators, and trustees better understand the independent audit.
White Paper: DOL Participant Disclosure Regulations Compliance Requirements

This white paper explains how to best prepare for the new retirement plan disclosure rules, what has changed, what plans are affected, and what information has to be disclosed.

Health Care Reform Resource Center for EmployersPosition yourself for success as the health care landscape shifts. Access health reform resources for employers.
How Much More Will Health Reform Cost My Business?

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

 

Services
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.
Retirement plan design, compliance, and consulting

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

  See all
Events
 See all
Contact
 * Full Name:  
 * Email:  
    Company:  
    Phone:  
    Area of interest:  
    
    Comments: