Valuable insight from experienced professionals.
With more than 500 single-employer and multi-employer benefit plan clients, Miller Kaplan facilitates employee benefit plan reporting for companies of all sizes, tax-exempt organizations, and collectively bargained plans across the United States.
We work with plan sponsors to ensure compliance with ERISA and other Department of Labor and Internal Revenue Service regulations.
Multi- and Single-Employer Employee Benefit Plans
We work with employers ranging from multinational companies to mom-and-pop operations to help meet their yearly Form 5500 reporting obligations. We also have extensive experience assisting trustees, directors, plan administrators, and plan professionals in making educated and timely decisions.
Our clients include:
- 401(a) Plans
- 401(k) Plans
- 403(b) Plans
- Employee Stock Ownership Plans (ESOPs)
- Health, Training, Vacation, and Supplemental Benefit Plans
- Pension, Money Purchase, and Profit-Sharing Plans
We are a reliable resource, encourage communication throughout the year, and regularly update our clients on regulatory changes.
We offer our employee benefit plan clients a full suite of audit, accounting, tax, and consulting services, including:
We are well-known for efficient, cost-effective employee benefit plan audits. For each engagement, we tailor our audit procedures to your operations. Many of our clients find that our audit services deliver additional value; we provide expert analyses and practical advice to help improve internal processes.
Agreed-upon procedures engagements can cover both financial and nonfinancial areas. We conduct agreed-upon procedures in conjunction with financial statement audits, licensing agreements, business management, and other areas.
We offer payroll audit services, also known as employer compliance reporting, for multi-employer plans to assist boards of trustees or directors in meeting their fiduciary responsibilities – ensuring contributions are being made on behalf of employees in accordance with the collective bargaining agreement, participation agreement, or memorandum of understanding so that the participants maintain eligibility and receive their earned benefits.
We have a team of experts, which includes Certified Fraud Examiners, that can prepare damage calculations, and assist with case assessment, case strategies, discovery, expert witness testimony, tax analysis, and fraud prevention, detection, and deterrence.