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Employee Benefit Services
Beyond a paycheck, your employees expect you to provide a comprehensive benefits package. In fact, a competitive benefits package often means the difference between retaining valued workers and seeing them go elsewhere.
Clifton Gunderson Financial Services provides qualified pension plan accounting and tax services to all types of businesses–from small, start-up companies to long-established firms. With 45 years of practical experience in designing, administering and supporting benefit plans, we're prepared to design and implement a plan that meets your needs.
Clifton Gunderson's Employee Benefit Services fall into five key areas:
- Consulting Services
- Document Services
- Plan Administration Services
- Accounting/Recordkeeping Services
- Investment Services
Consulting Services
- Plan design and implementation
- Plan termination
- Correction of plan qualification issues under various IRS corrective programs
- Plan testing assistance
- Assistance with Department of Labor issues
- Verification of benefit amounts under defined benefit plans
Document Services
- Plan adoption agreement and trust
- Standardized profit-sharing, money purchase and 401(k) plans
- Non-standardized plans
- Age-weighted and new comparability plans
- Defined benefit plans
- Notices to employees
- Summary plan descriptions
- Administrative forms
- IRS forms
- Plan amendments and restatements
Plan Administration Services
- Employee eligibility tracking
- Account balances
- Investment activity tracking
- Reports and forms
- IRS filing
Accounting/Recordkeeping Services
- Ongoing plan accounting and administration
- Compliance and legal reporting
- Collection and review of employee census information
- Posting of employee salary deferral contributions
- Allocation of employer contributions and forfeitures
- Reconciliation of trust assets and posting of investment earnings
- Preparation of IRS forms
- Calculation and testing compliance with all applicable discrimination tests
- Defined benefit valuation services
- FASB 87 Financial Accounting Calculations
Investment Services
- Investment management
- 24/7 access to participant account information online or by phone
- 24/7 educational information online or by phone
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.