Benefit Plan Consulting

Design the Benefit Plans That Best Fit Your Organization, Long Term

When it comes to designing and managing retirement, health and welfare, and other employee benefit plans that meet compliance laws, such as the Employee Retirement Income Security Act (ERISA), and that also hold up under stakeholder scrutiny, having a professional on your side can make the process easier. Crowe Horwath LLP is nationally recognized for providing professional benefit and retirement plan services, including:

  • Employee stock ownership plan services. Crowe’s employee stock ownership plan (ESOP) services include feasibility studies, record-keeping, compliance testing, preparing the annual reporting requirements of the Department of Labor (DOL) Form 5500, repurchase obligation studies, assistance with audits by the Internal Revenue Service (IRS) and DOL, and general ESOP consulting. We can also provide comprehensive ESOP information directly to your employees on www.CroweESOPAdvantage.com.
  • Retirement and Health plan services. Crowe provides retirement plan design and document preparation, third-party record-keeping, compliance assistance in meeting IRS and DOL regulations, Form 5500 preparation, nondiscrimination testing, assistance with withdrawal/distribution and loan processing, and technical consulting for retirement plans. Crowe also provides compliance assistance in meeting IRS and DOL regulations for health and welfare plans including preparation of Form 5500 and Form 720.
  • Human resources consulting services. We provide high quality and highly confidential human resources (HR) consulting services like HR best practice, policy assessment and design, and the implementation of programs for base compensation, executive compensation, and incentive compensation.

Contact Crowe for consulting and compliance services that can help you design, launch, and manage your employee benefit plans.

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Hugh E. Reynolds III

Office Managing Partner, Fort Lauderdale, Benefit Plan Consulting and Compliance Services Leader