Employee Benefit Plans
Specialized Services

Generally, the Department of Labor requires employee benefit plans with 100 or more participants, to have an annual financial statement audit which is required to be filed with the plans Form 5500. Chiampou Travis Besaw & Kershner, LLP (CTB&K) has assembled a core team of professionals who specialize in providing audit services to employee benefit plans. Whether you have a 401(k), 403(b), defined benefit or health & welfare plan, our team will be able to assist your Organization in complying with the complex reporting requirements of the Department of Labor (DOL) and Internal Revenue Service (IRS).

As a member firm of the AICPA’s Employee Benefit Quality Center, our partners, principals and managers adhere to strict continuing education requirements and have access to current technical information, helping to ensure that our benefit plan clients are kept well informed of any changes that may affect their plans.

In addition to financial statement audit services, CTB&K can provide assistance in completing the annual Form 5500, provide representation for DOL or IRS audits and provide guidance to your employees on the benefits of investing in retirement savings.

For further information, please contact Eugene Kershner, David Urban or Eric Colca at 716-630-2400.