Employee Benefits Services

They Work Hard For You.
Ensure Their Benefit Plan Returns the Favor.

Productivity. Job Satisfaction. Drive. It’s no secret that employee benefits increase all the above. But does your current plan measure up?

For all plan types, including defined contribution, defined benefit, health and welfare, multi-employer, and other ERISA plans, Packer Thomas has the knowledge and experience to comply with the stringent IRS and DOL requirements to keep your plans safe.

As a proud member of the American Institute of Certified Public Accountants’ (AICPA) Employee Benefit Plan Audit Quality Center, Packer Thomas will see to it. Fully-committed to employee benefit plan audit quality, the Center provides members with the practices, guidelines, and tools CPAs need to perform quality benefit plan audits and best serve their clients.

Packer Thomas's scope of services include:

  • Review of plan controls and procedures
  • Preparation of annual report filings
  • ESOP strategies
  • Audit services
  • Review of plan structure
  • Compliance with ERISA, DOL, and IRS regulations