Benefit Plan Consulting Brochure

Solutions



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 1,500 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.

David Leising

Partner

David Leising

Partner

Manufacturing & Distribution

201 N. Illinois Street, Suite 700
P.O. Box 44998
Indianapolis, IN 46244-0998 (46204)

Indianapolis
317.383.4000

Steve Toomey

Partner

Steve Toomey

Partner

1201 Walnut Street, Suite 1700
Kansas City, MO 64106-2246

Kansas City
816.221.6300

Nancy Ozuna

Partner

Nancy Ozuna

Partner

Manufacturing & Distribution

10001 Reunion Place, Suite 400
San Antonio, Texas 78216-4137

San Antonio
210.341.9400

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