Employee Benefit Plans

BKD’s benefit plan team provides design, administration, audit, tax, investment and consulting solutions to help you offer and maintain the right mix of benefits for your employees. We also can help you with regulatory compliance, plan operations and day-to-day advice for a wide range of plans. BKD consults with and administers nearly 1,200 plans and audits more than 800 plans.

BKD is a member of the American Institute of Certified Public Accountants’ Employee Benefit Plan Audit Quality Center. The Center’s member firms have demonstrated a commitment to employee benefit plan audit quality and to raising awareness about the importance of such audits. The center provides members with best practices, guidelines and tools CPAs need to perform quality benefit plan audits and better serve their clients. As a member, BKD has a designated partner who is responsible for overseeing the employee benefit practice, establishing firmwide quality control programs, performing internal inspections and making available the firm’s peer review report findings.

BKD Team

Our benefit plan team includes highly credentialed accountants and consultants who focus on employee benefit plans. These experienced and knowledgeable team members can help you comply with Department of Labor and ERISA filing requirements. They understand how employee benefit plans work, make benefit plan services a priority and work with your schedule to complete services within a mutually agreeable timeframe.

BKD Solutions

Our proven solutions and expertise demonstrate our goal to deliver practical, timely and affordable services. Here are just some of the solutions we can provide:

• Plan design and implementation
• Analysis of tax benefits or consequences
• Employee communications
• Administration
• Daily valuation services
• Audits for plans with 100 or more eligible participants
• Form 5500 preparation
• Recordkeeping outsourcing
• Nontraditional plan design
• Investment policy statement drafting and reviews *
• Investment and manager performance measurement *

Types of Plans

• 401(k) plans
• Profit-sharing plans
• Employee stock ownership plans
• 403(b) tax-sheltered annuity plans
• Cross-tested plans
• Defined benefit plans
• Money purchase pension plans

BKD is sensitive to rules governing the delivery of a mix of services. Our accountants and consultants can work with you to identify employee benefit plan services that will help you achieve your goals while complying with governmental regulations.

* Solutions performed by BKD Wealth Advisors, LLC, an investment advisor registered with the Securities and Exchange Commission and wholly owned subsidiary of BKD, LLP, providing the WealthPlan services of investment management, personal wealth planning, estate planning and insurance solutions