Employee Benefit Plans

When it comes to planning for the future, Employee Benefit Plans and other qualified retirement plans help individuals put a financial strategy in place to prepare for tomorrow. The considerable impact that these plans offer in terms of financial security is crucial to the financial well-being of all individuals enrolled. Gerson Preston in turn helps Employee Benefit Plans prepare for tomorrow by providing services that allow for these entities to be compliant with regulatory reporting requirements. With extensive knowledge of ERISA requirements, Gerson Preston has developed an outstanding reputation in providing exceptional and efficient solutions for employee benefit plans of all types. Our firm performs audit and compliance reviews of defined benefit plans, defined contribution plans, VEBAS, ESOPs, and health and welfare plans. Our additional services include:

  • Multi-employer (Taft-Hartley) Pension
  • Single Employer Defined Benefit, Defined Contribution, 401(k) plans
  • Health and Welfare Plans
  • Governmental PERS Pension Plans
  • Small Business Benefit Plans
  • Full and Limited Scope Audits
  • IRS (Form 5500) and Form 11-K Filings
  • Department of Labor Master Trust Filings
  • Plan Accounting and Financial Statement Preparation
  • Plan Mergers Advice
  • Information Systems Support
  • Implementing Current Accounting Pronouncements
  • Testing for Compliance with IRC and ERISA Regulations (e.g., Discrimination Testing)
  • Testing Compliance with Provisions under Collective Bargaining Agreements
  • Assisting with Current Tax Issues and IRS Examinations
  • Data Extraction Tests to Identify Specified Participant Data or Pension Characteristics
  • SAS 70 Audits for Third Party Plan Administrators
  • Consulting Services