Directory
Employee Benefit Plans
Employee benefit plans require specialized accounting and financial reporting services. The U.S. Department of Labor (DOL) scrutinizes annual plan reports and can review audit workpapers for adherence to professional standards, making close plan examination crucial.
Whether you need an audit to remain compliant or you need help designing, implementing or administering an employee benefit plan, BKD, LLP and BKD Wealth Advisors, LLC can offer the assistance you need.
BKD’s audit professionals have a depth of knowledge based on experience auditing more than 1,000 plans. Team members can help you comply with DOL and IRS requirements, as well as requirements in the Employee Retirement Income Security Act (ERISA). We understand a wide range of plan sizes and complexity levels, having audited plans ranging from 100 employees to more than 300,000.
BKD Wealth Advisors, LLC’s Benefit Plan Consulting division provides integrated design, implementation and administration, as well as compliance testing and investment management services to retirement plan sponsors. An integrated and consultative approach allows BKD to address relevant aspects of successful benefit plan design and implementation and help create and administer a plan that rewards business owners and employees.
Our employee benefit plan services include:
David Leising
David Leising
Partner
Audit
Manufacturing & Distribution
Indianapolis
317.383.4000
Steve Toomey
Steve Toomey
Partner
Benefit Plan Consulting, Wealth Advisors
Kansas City
816.221.6300
Nancy Ozuna
Nancy Ozuna
Partner
Audit
Manufacturing & Distribution
San Antonio
210.341.9400
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