Employee Benefit Plans

Stay on top of your responsibilities as plan sponsor and in your fiduciary role while keeping the future retirement and health benefits of your employees safe.

CliftonLarsonAllen understands the risks you face — we view compliance services as powerful tools to improve operations, reduce waste, and tighten controls.

Learn more about our approach and experience providing employee benefit plan services.

Updating Your Retirement Benefit Plan Keeps You In Compliance

Internal controls at the employer level are critical to protecting the plan’s tax-favored status. For retirement plans, employers should focus on reviewing the plan’s operations and updating the plan document.

Department of Labor Investigations Target ERISA Violators

Plan sponsors should ensure that they aremeeting their fiduciary responsibilities by performing their duties in the bestinterest of plan participants.

Health Care Reform: Five Critical Compliance Questions

Here are five relatively basic questions every organization needs to answer to make sure they are complying with the law.

Affordable Care Act’s Whistleblower Provisions Complicate Employer Decisions

Employers must consider whistleblower provisions under the Affordable Care Act and ERISA Section 510 as they make employment decisions in response to the ACA.

How Much Will Health Reform Cost My Organization?

CLA Intuition® Health Insurance and Penalty (HIP) calculator will help you weigh your options.

  • Services
    ERISA and non-ERISA audits
    Assist management in improving plan operations and staying abreast of current industry developments with quality employee benefit plan audits (single, multiple, and multi-employer) and audits of plans with 11-K filings.
    Form 990 preparation
    Stay on top of the Form 990 regulations and changes, and benefit from guidance provided to funded welfare plans required to file the form.
    Form 5500 preparation and review
    Satisfy the annual reporting requirements of the IRS and DOL by leveraging experience and insight in completing Form 5500.
    Non-qualified and health care plan consulting
    Help ensure your benefit programs are both attractive to employees and cost effective.
    Service provider assessment

    Review your service provider agreements and assess their services provided to the plan.

    Offer your workforce an affordable and attractive benefits package without sacrificing resources to manage daily plan issues.

    See all

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