Other Employee Benefit Plan Tax & Compliance

Employee benefit plans require specialized compliance assistance with multiple government agencies, including the U.S. Department of Labor and the IRS. BKD’s employee benefit plan professionals offer the following compliance services:

  • DOL and IRS annual compliance services (IRS Form 5500) for welfare benefit plans and retirement plans
  • Assistance with DOL or IRS examinations
  • Assistance with other filings, such as 8955-SSA
  • Assistance with DOL electronic filing
  • Assistance with plan compliance issues in coordination with others such as the plan’s Employee Retirement Income Security Act (ERISA) attorney

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

Construction & Real Estate

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

San Antonio
210.341.9400



BKD LinkedIn BKD Twitter BKD Youtube BKD Google Plus