Employee Benefit Plans
Retirement plan compliance is complex, requiring help from trusted professionals who understand the challenges, rewards and opportunities associated with effective retirement planning.
The benefit of experience.
Smith Schafer can guide you through every facet of structuring and managing the right employee benefit plan program for your organization. We work closely with numerous retirement plan service providers, including local financial advisors and reputable asset trustees/custodians.
Employee Benefit plan Services:
Benefit Optimization for Owners and Key Personnel
Plan Corrective Actions, Including Utilizing
“What If” Analysis
Fiduciary Training and Education
Fiduciary Compliance Reviews
Consulting on General and Specific Plan Issues
Click below to contact our Employee Benefit Services Group for additional information.
Employee Benefit Plan Resources
Reading Time: 4 minutes Is your construction company required to undergo an employee benefit plan audit?
In October 2017, the Internal Revenue Service (IRS) released the 2018 contribution and benefit limits for retirement and other benefit plans types. The IRS recently announced revisions to the Health Savings Account (HSA) contribution limit for...
Reading Time: 4 minutes If rising health care costs have sent your company searching for ways to reduce expenses, you should know there are alternatives to standard medical insurance plans.
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“Smith Schafer has provided second to none service and value to my business and personal accounts for over 30 years. Their expertise and knowledge are unmatched by any other accounting firm I have encountered over all these years."
“The relationship we have built over the years with the staff at Smith Schafer is one that can never be replaced. They are quick with helping us figure anything out, always willing to pick up the phone and walk us through any problem we are having. Also they are just all so friendly and kind!"
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