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

Employee Benefits Team

schafer

Richard A. Schafer, CPA

Principal

Specific Areas of Expertise

  • Auditing, accounting, tax and consulting experience in the manufacturing wholesale, transportation, construction, not-for-profit entities and employee benefit plans
  • Consultant to companies on acquisition strategies, ESOP accounting methods and strategies
wollet

Cynthia A. Wollet, CPA

Principal/Director of Audit & Accounting

Specific Areas of Expertise

  • Audit and Accounting Issues
  • Financial Services
  • Manufacturing
  • Not-for-Profit Organizations
  • Employee Benefit Plans
  • Organized Labor
  • Multi-Employer Plans
  • Internal Audit