SERVICES

COMPLIANCE
FORM PREPARATION
AUDITS
NON-DISCRIMINATION TESTING
We keep abreast of the frequent changes in legislation and advise you on how they affect your benefit plans. By tracking your account annually and asking the right questions, we coordinate and prepare the appropriate filings for your benefit plans and/or your 501(c)(9) trust, if applicable. In addition, we can audit your health & welfare benefit plans, if necessary, and your pension benefit plans.  You will receive access to your professionally prepared “signature ready” forms and audits with ample time to meet filing deadlines, alleviating the stress of an eleventh hour rush to comply.
We also gather data to run non-discrimination tests related to your fringe benefit plans - pre-tax premiums, medical FSA, dependent care assistance, HRA, and HSA.

 

FORM PREPARATION

  • Form 1024:  Application for Recognition of Exemption (one-time filing to set up 501(c)(9) trust)
     

  • Form 990:  Return of Organization Exempt from Income Tax (annual return for trust)
     

  • Form 5500 (with or without an audit opinion): Annual Return/Report of Employee Benefit Plan

TYPES OF BENEFIT PLAN SUPPORT

  • Welfare benefit plans: health, dental, vision, life, accidental death and dismemberment, long term disability, short term disability, long-term care, severance…
     

  • Fringe benefit plans: pre-tax premium, medical flexible spending account, and dependent care assistance
     

  • Pension benefit plans: 401(k), 403(b), and profit sharing plans

ADDITIONAL SERVICES

  • Assist clients who have never filed a Form 5500 or who have not filed a Form 5500 recently by electing to file under the terms of the DFVCP (Delinquent Filer Voluntary Compliance Program)
     

  • Audit health & welfare benefit plans, if applicable, as well as pension plans
     

  • Reconcile SCA (Service Contract Act) accounts
     

  • Preliminary and/or annual non-discrimination testing

Late filing penalties are steep!

We are here to assist.

Telephone: 904-262-7919
Toll Free: 888-360-7433

Copyright 1993 - 2020 Braren-Walsh & Associates, Inc.  All Rights Reserved 

Neither Braren-Walsh & Associates, Inc., nor any of its employees is licensed to practice law, and neither are providing legal advice.