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.