Services > Advisory > Employe Benefit Plan and 401(K) Plans

Employee Benefit and 401(k) Plans

Employee benefit plans and 401(k) plans are a key component to attracting and retaining employees. But as a business owner you know how challenging it can be to develop strategies that deliver benefits, cut costs and sustain your overall business, while staying in compliance with regulatory guidelines.

Bergan Paulsen’s experienced employee benefit plan team will help you and your employees GET MORE. More peace of mind. More practical advice. And more specialized expertise

Our hands-on approach includes thoroughly reviewing your plan documents and operations to keep you in check and ensuring compliance.


Services

  • Financial statement audits
  • Legislative and regulatory advice and recommendations
  • Review of employer plans and 401(k) for compliance with IRS/DOL laws and regulations
  • Preparation of new plan documents or amendments that comply with the latest laws and regulations
  • Preparation of annual Form 5500 filings and summary annual reports


For more information, please contact us today.


Employee Benefit Plan Audit Quality Center

Employee Benefit Plan Audit Quality Center

Bergan Paulsen is a member of the American Institute of CPAs’ Employee Benefit Plan Audit Quality Center. The center is a voluntary membership organization established to promote the quality of employee benefit plan audits.
Waterloo 319.234.6885 | Cedar Falls 319.268.1715 | Cedar Rapids 319.294.8000 | Coralville 319.248.0367
Located in Iowa - Serving the Midwest
Copyright 2013