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主要联系人:
Patricia Giudici,注册会计师

施耐德丘陵 审计及鉴证bet9平台游戏 for Employee Benefit Plans Services 集团执行:

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  • 401(k), 403(b), and profit sharing plans, including 11-K
  • 员工持股计划(ESOPs)
  • 固定收益和现金余额计划
  • 健康和福利计划

Consulting, Fiduciary, and Administrative Solutions*

  • Plan governance assessment, implementation and maintenance
  • 受托和参与教育
  • Investment menu analysis, including target date fund suitability
  • Fee benchmarking, including requests for proposals (RFPs)
  • Customized plan design analysis and implementation
  • Open architecture retirement plan platform
  • Individual Retirement Account (IRAs) solutions
  • Third-party administrative services, including:
    • Compliance and nondiscrimination testing
    • 表格5500准备
    • 保留记录 for daily-valued individual account plans
    • 计划文件准备
    • 流通加工
    • 参与者报告和通知
    • Plan corrections under EPCRS (IRS), DFVCP (EBSA), and VFCP (DOL)
    • Assistance with IRS and DOL examinations
    • Employee stock ownership plan (ESOP) consulting and administration, 包括可行性分析, 回购义务, 和409(p)测试(如适用)
    • Nonqualified plan design and implementation

审计及鉴证bet9平台游戏 for Employee Benefit Plans Resources

关于施耐德唐斯ERISA

The Schneider Downs ERISA audit practice consists of a service model that is not limited to attest services, but includes providing support and oversight to clients, 全年接触专家, annual education seminars for clients that includes both regulatory and accounting updates, and more.  欲了解更多信息,请访问 审计及鉴证bet9平台游戏 for Employee Benefit Plans 或透过电邮联络我们 contactsd@maanshanxwz.com.

*Consulting and Fiduciary Services are provided by SDAdvantage 退休的解决方案, LP (SDARS) and Schneider Downs 财富管理 Advisors, LP (SDWMA).

SDARS performs third-party administrative services for retirement plans.  These services typically include design and plan documentation, 遵从性测试和报告, 保留记录, 贡献处理, 分销bet9平台游戏.

SDWMA is a Registered Investment Advisor providing investment management services to plan sponsors, including discretionary and non-discretionary investment advice regarding a plan’s investment options, the ongoing monitoring of those options and participant education.

Learn how we’ve Solved Big Problems For our clients

大问题: 受勒索软件影响的公司.

大的思考: Restore System On-site And Avoid Six-figure Ransom.

阅读案例研究

大问题: 低效的税收抵免实现.

大的思考: Identified A $900,000 Tax Credit, Nearly Twice As Much As Prior Years.

阅读案例研究

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