Retirement Plans

Retirement Plans

Employee Benefit Plan Audits

Your business’ employee benefit plan not only provides benefits to your current employees but can also be a crucial factor for recruiting and retaining quality staff members. Your employee benefit plan can also play a significant role in your tax strategy.

As regulations become more complex and competition for skilled staff members increases, benefit standards continue to shift. In today’s dynamic investment and regulatory environment, it is essential to engage a skilled advisor to monitor your benefit plan.

Our Employee Benefit Plan Audit team is distinct from other CPA firms. Our audits are based on the AICPA Employee Benefit Plan Audit Quality Center’s nationally recognized audit methodology for employee benefit plans, resulting in a complete and efficient process for auditing your plan. Our staff members receive comprehensive training and participate in continuing professional education programs locally and nationally. In addition, we have access to nationally recognized experts through our alliance with AGN International.

For more information on our employee benefit plan audit services, please contact us.

Retirement Plan Administration

Retirement plans are a tremendous responsibility for business owners. Working with trustworthy, experienced professionals is essential when planning for your and your employees’ futures. At Kernutt Stokes, we will design and administer a cost-effective plan for your company that meets your company’s unique retirement needs. Our professionals can educate your employees about the plan, ultimately reducing the administrative burden on you and your staff. Our team of expert retirement industry professionals also ensure that your plan remains compliant with changing government regulations, meets testing requirements, and fulfills reporting deadlines.

Some of our retirement plan services include:

  • Plan design consultation and implementation
  • Plan administration
  • Distributions
  • Loans
  • Employee education and enrollment meetings
  • Annual notices and employee communication
  • Filing of form 5500
  • Preparation of Summary Annual Report
  • IRS representation for audits or notices

For more information on how our retirement plan experts can assist your business, please contact us.