Employee Benefit Plan Audits
A national leader in providing employee benefit plan audits, CRI performs 300+ audits annually for plans ranging in participant size from 100 to thousands. We deliver value-driven, customized audit solutions for plan types including:
- defined benefit plans—including Taft-Hartley plans,
- defined contribution plans—including 401k and 403b,
- employee stock ownership plans (ESOPs),
- health and welfare plans, and
- profit-sharing plans.
Employee Benefit Plan Advisory
We manage the design, implementation, and administration for all types of retirement plans. These include defined contribution type plans – such as 401(k) plans and 403(b) plans – and defined benefit plans. Additionally, we provide record-keeping and third-party administration (TPA) services for all types of retirement plans.
CRI provides suggestions for reducing retirement plan costs and increasing benefits by leveraging our federal regulation expertise to enhance benefits for both the employer and plan participants. Meanwhile, we independently design your plan while creating documents and an administration guide to assist the plan sponsor with IRS and DOL compliance. We also provide company and participant reports, as well as regular plan review, to ensure you are taking full advantage of what the law allows.
Employee Benefit Plan Taxes
CRI’s experience with the Employee Retirement Income Security Act of 1974 (ERISA), along with our proactive client service approach, allows us to meet your timelines for filing your Form(s) 5500 while also accurately depicting your plan operations.