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:

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Plan Selection

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Plan Design

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Benefit Optimization for Owners and Key Personnel

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Plan Corrective Actions, Including Utilizing Department of Labor (DOL) and Internal Revenue Service (IRS) Correction Programs

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Notice Responses

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“What If” Analysis

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Fiduciary Training and Education

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Fiduciary Compliance Reviews

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Consulting on General and Specific Plan Issues

Click below to contact our Employee Benefit Services Group for additional information.

Employee Benefit Plan Resources

2018 Health Savings Account Contribution Limit Change

2018 Health Savings Account Contribution Limit Change

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...

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Our client satisfaction is exceptional, as demonstrated by our 95% satisfaction rate.

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Why Clients Choose Us

Have enjoyed good service for over 30 years.

 - R & W Fleming Corporation

Our service is always exceptional and never have to second guess the answers.

 - EnergyPrint, Inc.

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 & Associates 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!

I have worked with Jason Boynton for several years. He has consistently provided exceptional service and advice always delivered in a timely, pleasant manner.

Smith Schafer always makes everything go smoothly. They were recommended to us by our community bank. We have been using their services for many years for our small business and personal taxes. We always feel well taken care of and that we are receiving the best advice, direction, information and tax preparation."

- The Dog Perk Corporation

Smith Schafer always provides great information for our business. They are thorough with our accounting and financial planning. We have leaned heavily on them with interpretation of the PPP Loan and COVID-19 planning. They have been instrumental in our success and are always very knowledgeable and quick to respond to any of our questions."

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!"

We love our CPA team at Smith Schafer. They have helped us navigate many personal and business decisions."

Smith Schafer is very dedicated to their clients and always has their best interests in mind. They are very knowledgeable and thinking ahead to what the clients may be needing in the future. We would highly recommend Smith Schafer to our family and friends."