Employee Benefit Plan Services |
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Employers institute employee benefit plans for many reasons, but the most fundamental is to address the needs of their most valuable asset – their employees. Whether the plan is a 401(k), an employee stock ownership plan (ESOP), a profit-sharing plan, or a traditional defined benefit retirement or health and welfare plan, Clifton Gunderson’s professionals have extensive experience on both sides of the employee benefit plan services equation.
Auditing, Compliance and Financial Reporting
By creating and sponsoring an employee benefit plan, employers also take on certain fiduciary responsibilities, including safeguarding the plan’s assets, and reporting on the plan’s financial status as required by federal and state regulations. As public scrutiny and regulatory requirements continue to increase, Clifton Gunderson offers a level of experience and specialization that create value for commercial, not-for-profit and governmental organizations nationwide
Plan Design, Administration and Support
Clifton Gunderson provides qualified retirement plan services to all types of businesses, from start-up companies offering retirement benefits for the first time, to long-established employers seeking the latest innovations. Aside from salaries, few employee benefits are as important as a retirement plan to attracting and retaining employees. Clifton Gunderson can help design and administer a plan that works for employees and employers.
We want to help you add value to your employee benefit plan and meet regulatory requirements with quality auditing, consulting and administrative services. Our depth of knowledge, combined with experience and outstanding service, gives you insights and opportunities you can rely on.
Advisory services offered through Clifton Gunderson Financial Advisors L.L.C., a registered investment advisor.
Securities offered through CG Brokerage L.L.C., member FINRA/SIPC or securities offered through ValMark Securities, Inc., member FINRA/SIPC - 130 Springside Drive, Suite 300 , Akron , OH 44333-2431 (1-800-765-5201). ValMark Securities, Inc. is a separate entity from all Clifton Gunderson companies.
CG Brokerage L.L.C., Office of Supervisory Jurisdiction, 8215 Greenway Boulevard, Suite 610, Middleton, WI 53562 (608) 662-8600.
The information contained herein is general in nature and is not intended, and should not be construed, as legal, accounting, or tax advice or opinion provided by Clifton Gunderson LLP to the reader. The reader also is cautioned that this material may not be applicable to, or suitable for, the reader's specific circumstances or needs, and may require consideration of non-tax and other tax factors if any action is to be contemplated. The reader should contact his or her Clifton Gunderson LLP or other tax professional prior to taking any action based upon this information. Clifton Gunderson LLP assumes no obligation to inform the reader of any changes in tax laws or other factors that could affect the information contained herein.
