Employee Benefits

We provide employee benefit plan auditing and consulting services for various plans whose number of participants range from several to thousands, sponsored by both closely and publicly held companies.

The goal of our Employee Benefits Team goes beyond meeting ERISA audit requirements. We strive to improve the operating efficiency and level of compliance of our clients’ employee benefit plans.

Some of our value-added services include:

• Plan document and administration reviews to ensure compliance with Department of Labor (DOL) and Internal Revenue Service (IRS) regulations
• Employee benefit plan design, documentation, and implementation
• Completion of various compliance tests required by ERISA and the Internal Revenue Code
• Employee benefits regulatory tax compliance, testing and reporting
• Research and resolve possible prohibited transactions
• Assist clients with DOL and IRS inquiries and audits of their plans
• Pre and post merger & acquisition benefit plan due diligence and integration
• Review of executive compensation programs

                      We are experienced in auditing the following plans:

• Single employer defined benefit and defined contribution
• Multi-employer defined benefit and health & welfare
• Supplemental unemployment
• Voluntary employee beneficiary association (VEBA)
• Deferred compensation
• Money purchase
• Employee stock ownership plans (ESOP)

For more information, contact John Rose at 216.831.7171 or email.

C&P Advisors, LLC
Certified Public Accountants & Business Advisors
25201 Chagrin Boulevard / Cleveland, Ohio 44122 / Phone 216.831.7171 / Fax 216.831.3020
Email C&P Advisors