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Employee Benefit Plans

Reporting and disclosure requirements for employee benefit plans (EBPs) continue to change as the Department of Labor (DOL) and Internal Revenue Service (IRS) emphasize transparency concerning benefits for plan participants and their beneficiaries.  Robinson Grimes has been a resource for Plan Sponsors for more than 40 years, including:

  • IRS Form 5500 preparation and filing

  • Audits of 401k, 403b, profit sharing, health & welfare plans

  • Simple and SEP plan tax advice and compliance assistance

  • Evaluation of internal control design and implementation

  • Plan compliance issues and corrections

  • Representations during DOL audits

Our team of EBP professionals works to: 

  • Create continuity for our clients by maintaining consistent staff involvement

  • Build relationships with trustees, custodians, and administrators to facilitate coordination of information

  • Create efficiencies while maintaining quality by sharing experience, knowledge and research

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