• Qualified Plan Consulting
    and Compliance

A higher level of planning.

BDO’s Qualified Plan Consulting and Compliance team members are dedicated to providing the highest quality services. Our experienced professionals will collaborate directly with your team to design and operate compensation and benefit programs that support your organizational goals. Our services include: 
 
  • Comprehensive plan design for qualified retirement plans, defined benefit and defined contribution plans, including ESOPs
  • Assistance with plan corrections under IRS and DOL programs, including statutory audits
  • Outsourced benefit consulting services
  • Preparation of government compliance reporting, including Form 5500, Form 8955-SSA, Form 5330 etc.
  • Health and Welfare benefit plan compliance and consulting
  • Annual non-discrimination testing
 
We work with your internal team in tax, finance, and human resources as well our your extended team that might include attorneys, trustees, independent auditors or third party administrator to ensure each plan fits your organization’s needs, provides value to your employees and organization, and fully complies with the applicable rules and regulations.