Benefit Plans

A Financial Partner Who Knows Employee Benefits

Employee Benefit Plan Experts

Mowery & Schoenfeld has been working with employee benefits firms for years, so we know what particular challenges and opportunities affect your business. We help you stay on top of shifting rules and regulations, keeping you compliant in an industry of change.

Working with employee benefit plans requires specialized training and skill, and that’s exactly what Mowery & Schoenfeld offers. As the Department of Labor and Internal Revenue Service laws continually change, we stay on top of these developments, so you stay compliant.

Sarah Wilkes >

Senior Assurance Manager

Stefan Beal >

Partner, Assurance Services Leader

Insights

5 steps to improving employee participation in your retirement plan >

Helping You Stay Compliant Amidst Changing Regulations

Mowery & Schoenfeld provides auditing services for employee benefit plans with a focus on compliance with the changing regulations and requirements. Through our holistic and proactive approach, we help identify opportunities for improvement and growth.

Due to our years of experience and work with employee benefit plans, we are able to provide more than just auditing; we are your financial partners, committed to helping your firm handle all its financial responsibilities, from plan qualifications to preparing reporting documents.

Learn About Our Benefit Plan Audit Services

Our employee benefit advisory services include:

Auditing
Tax preparation
Consulting on employee benefit and retirement plans
Finding competitive plans at a fair price
Evaluating the costs and benefits of various plans
Managing regulatory compliance responsibilities
Providing third-party administrative services
Recordkeeping
Accurately preparing, reviewing and filing Internal Revenue Service and Department of Labor forms
Managing fiduciary responsibility
Educating and training plan enrollees
Finding favorable investment options for employees
Offering 401K and profit-sharing plan services