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Employee Benefit Plans

Record Retention Worksheet (PDF)

Crafting solutions while insuring compliance

Developing an effective employee benefit plan and managing it prudently requires constant vigilance. Changes in employee demographics can impact costs, while shifts in regulatory requirements can increase complexity.

As an employee benefit plan sponsor or other plan fiduciary, you have a primary responsibility to ensure that the plan that is in place fully complies with all applicable rules and regulations, from federal and state labor departments as well as from the IRS.

At Boyer & Ritter, our Employee Benefit Plan Services practice provides sophisticated advice to businesses and organizations that wish to retain plan flexibility without breaking tax laws and regulations. B&R’s Employee Benefit Plan Services Group offers experienced and knowledgeable professionals to assist you in recognizing and complying with current laws and regulations, while at the same time helping you craft an effective and sustainable program.

Efficient and Timely Employee Benefit Plan Audit Services

When you partner with B&R, you will be working with professionals who possess an in-depth understanding of both the financial accounting and reporting standards applicable to employee benefit plans, as well as ERISA rules and regulations. That comprehensive perspective is rooted in our client-centered philosophy, in which work to advise you on both the financial implications of benefit decisions as well as helping you consider the regulatory requirements.

Boyer & Ritter’s professionals have experience working with all types of qualified plans, including defined contribution retirement plans, defined benefit pension plans and health and welfare plans for both single employer and multi-employer environments.

Our practice provides a wide range of employee benefit plan services, in addition to comprehensive accounting and financial advisory services.

At Boyer & Ritter, you can achieve the peace of mind that accompanies working with accounting professionals who have earned a reputation for quality advice and superior service. Our employee benefit plan services include:

  • Benefit plan advisory services
  • Limited scope and full scope financial statement audits
  • Form 5500 and Form 990 tax return preparation
  • Consultation and assistance regarding Department of Labor issues, inquiries, and IRS examinations



Record Retention Worksheet (PDF)

2019 Benefits Reference Guide (PDF)

Audit Expectations (PDF)

Employee Benefit Plan Checklist for Record Retention (PDF)

Meals and Entertainment Deductions Chart – Changes from TCJA (PDF)

IRS – Employee Benefit Security Administration

IRS Retirement Plans Navigator

AICPA Employee Benefit Plan Audit Quality Center

Department of Labor

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For nearly 90 years, we have served the mid-Atlantic region with the sophisticated, experienced accounting and financial services it deserves. Our unique approach to employee benefits planning incorporates experience from industries as diverse as manufacturing, real estate, and auto dealerships.

Boyer & Ritter is a voluntary member of the American Institute of Certified Public Accountants (AICPA) Employee Benefit Plan Audit Quality Center. Compliance with the Center’s stringent membership requirements demonstrates the firm’s commitment to employee benefit plan audit quality.

Schedule a Consultation

If your business or organization might benefit from a professional employee benefits plan analysis, consider working with Boyer & Ritter. Schedule a consultation in one of our Chambersburg, Camp Hill, Carlisle, or State College offices, or call us today for more information about our services.

PPP Loan Forgiveness Workbook

With this download, you will receive a total of 4 documents. Two simplified and two average, one for weekly and one for monthly/semi-monthly. Use the document that works best for your company.