Exceptional People. Innovative Ideas. successful Clients. 

Employee Benefit Plans

 

Employee Benefit Plan Team

 

Employee Benefit Plan Team

 

Cory Gallivan, CPA; Michelle Loewe, CPA; John Russell, CPA; Steve Langendorf, CPA; Julie Billeter, CPA; and Henry Siekmann, CPA

 

 

 
You want to provide solid, structured benefits packages to your employees, and we can help make sure that goal becomes reality for both you and your employees and members. While the ultimate fiduciary responsibility for your plan lies with the officers of your business, we know that the operational specifications of these plans are largely carried out by third party providers. 

 

At Scheffel Boyle, we are committed to achieving the highest quality audit possible. We understand the complexity of performing employee benefit plan audits and that's why we have a dedicated team of auditors that possess the specialized knowledge and experience to help ensure compliance with the appropriate standards and changes in regulations that may impact your employee benefit plan audit.

 

AICPA Employee Benefit Plan Audit Quality Center MemberAs a member of the American Institute of CPAs Employee Benefit Plan Audit Quality Center, our work is held to a higher standard than that of other firms. We are committed to adhering to the highest quality standards by voluntarily agreeing to the the requirements of that membership, including designating a partner responsible for our employee benefit plan audit practice, establishing quality control programs, performing annual internal inspection procedures, and making our peer review report findings publicly available.

 

We also offer a variety of other related services and we tailor all services to our clients and their needs. No plan is the same and everyone needs personalized attention and service to ensure quality is at the forefront of the engagement. Our clients range from small businesses to union-represented plans. Contact us today to see how we can best serve you and your business.

 

 

We offer the following services to our employee benefit plan clients:

  • Payroll Record Audits
  • Financial Statement Audits
  • Claims Payments Audits
  • Retirement Plan Selection Consulting
  • Reviews & Compilations
  • Preparation of Forms 5500 and 990
  • Preparation of Summary Annual Report
  • General Consulting on plan design, compliance, internal controls, and accounting procedures

 

 

We serve the following types of Employee Benefit Plans:

  • 401(k) plans
  • 403(b) plans
  • Defined benefit pension plans
  • Health and Welfare plans, including multi-employer