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Employee Benefits
Want to offer competitive employee benefits, while still controlling
costs? Employee benefits services through Alpern Rosenthal can
help. Our professionals apply extensive experience to helping
businesses like yours align benefits strategy with the bottom
line.
Our team works with you to not only establish, but maintain, employee
benefits programs programs that optimize tax efficiency and
ensure your employees receive the benefits they deserve.
At Alpern Rosenthal, we offer a broad range of benefits services
including:
- Plan design and implementation. Our experts can help you
develop retirement plans, deferred compensation, cafeteria plans and
flexible spending accounts.
- Executive compensation consulting for tax and ERISA issues.
Turn to us for up-to-date information on options, stock- and insurance-based
compensation, and equity-based plans.
- Consulting on employee benefit tax-savings opportunities, deferral
techniques and cost-saving strategies. At Alpern Rosenthal, we're
determined to discover the methods that help you make the most of
your benefits plans, and really grow your business.
- Assistance with merger and acquisition issues. When mergers
and acquisitions affect benefit plans, we provide invaluable guidance.
- Compliance reviews. Reduce the cost of compliance under IRS
or DOL audits and prevent plan disqualification.
- Liaison services with IRS and DOL. Alpern Rosenthal can ease
your load by acting as your key representative with the IRS and DOL
for matters involving plan examinations.
- Third party administration and record keeping. Alpern Rosenthal
remains on top of defined contribution plans like 401(k)s,
profit-sharing plans and ESOPs with dedicated administration and precision
record keeping.
- Preparation of IRS Forms 5500, summary annual reports, and assistance
with other reporting and disclosure requirements under ERISA.
Our firm can be your one-stop resource for effective preparation of
a variety of reports and federal tax forms.
- Discrimination testing. Looking to test a 401(k),
401(m), or 401(a)(4) plan? We can help with
these, as well as perform cross-testing of "new comparability" retirement
plans.
- Fringe benefit plan reporting and taxation. Look to us for
comprehensive reporting support for these and other plans. We work
to really understand the plans you have in place, and the most effective
way to report your information.
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