Why are benefits so often a burden? At Hobe & Lucas, we understand how complicated navigating employee benefit accounting can be. That’s why we’ve developed a thorough understanding of the tax implications of employer-provided plans. It’s also why we offer a multitude of services to make benefit plan management easier.

No matter what your employee benefit management needs, Hobe & Lucas professionals are primed to assist. Our offerings include:

Employee Benefit Plan Audits

• Full-scope and limited-scope audits
• 401(k) plans, defined benefit plans, ESOPS and profit-sharing plans

Employee Benefit Consulting

• Designing plans as tax shelters for the shareholder
• Determining whether plans currently are or will be beneficial for your organization
• Designing and implementing new plans
• Amending existing plans
• Selecting the most beneficial plan options
• Resolving compliance issues
• Ensuring compliance of fidelity bonds

Employee Benefit Compliance

• Preparation of Form 5500
• Preparation of the Summary Annual Report
• Preparation of excise tax returns
• Assistance with the preparation of discrimination, top-heavy and annual additions testing
• Assistance with testing compliance with minimum coverage, participation and vesting rules

Realize maximum benefit from your plans.