HBLA offers technical and seasoned professionals to provide compensation and benefits consulting services including:

  • Performance of ERISA audits for pension and welfare plans
  • Performance of audits for 401(k) and 403(b) pension plans
  • Preparation of Form 5500s
  • Summary Annual Reports
  • Summary Plan Descriptions
  • Response to IRS and DOL inquiries regarding reporting and disclosure requirements

HBLA consults with these entities regarding compliance with federal tax laws, Internal Revenue Service and Department of Labor tax and regulatory reporting and disclosure requirements.

We recognize that auditing employee benefit plans requires seasoned experience and knowledge. Not every certified public accountant is qualified or experienced to perform such an audit. Therefore, with what seem to be increasing requirements and never-ending changes in the rules and regulations of the Internal Revenue Service and Department of Labor, it is essential to find the right professionals who provide timely alerts and updates.

HBLA’s Employee Benefits staff have significant experience ranging from auditing and preparing the related tax filings for a large number of employee benefit plans, to providing in-depth employee benefits consulting.