Employee Benefit Plan Consulting
Retirement Plan Consulting
Olsen Thielen’s Employee Benefit Plan Group works with a significant number of companies across a wide range of industries, to conduct audits of their 401(k), 403(b), pension, retirement, ESOP, and health and welfare benefit plans. Utilizing our extensive experience delivering audit, as well as other ERISA-related services over the past 25 years, we are especially qualified to assist you with retirement plan administration, plan design, and other employee benefit consulting needs.
Specialized Services
In addition to an efficient and accurate audit, you can expect suggestions for improvements to help avoid or minimize the negative outcomes that an IRS or DOL audit might bring. Look to our specialists for help in these areas of expertise:
Our Specialized Services Include:
- Audits of employee benefit plans including 401(k), 403(b), ESOP, defined benefit, and health and welfare
- Retirement plan third party administration for a variety of plans including 401(k), safe harbor, money purchase, and cross-tested plans
- Form 5500 preparation
- Plan consulting and technical assistance
- Plan design including plan set-up, plan document administration and qualification
- Census and participant eligibility review
- Contribution calculations including review of maximizing benefits for management
- Year-end nondiscrimination compliance testing
- Cafeteria plan design and implementation
Contact a Specialist
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Since 1921, Olsen Thielen has grown to become one of the top CPA and consulting firms in Minnesota. To validate our ongoing commitment to quality in employee benefit plan audits, Olsen Thielen is a registered member of the AICPA’s Employee Benefit Plan Audit Quality Center.
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