Industries Served » Employee Benefit Plans

Employee Benefit Plan Assistance

Increased scrutiny from the Department of Labor and regulations resulting from the Sarbanes-Oxley Act make it necessary that employee benefit plans be serviced by professionals possessing the technical expertise and experienced to ensure compliance.  Peter Shannon & Co. has assembled a specialized team of experts who understand the specific needs of these plans and exemplify the characteristics that helped build our long-standing reputation for technical excellence in accounting and auditing.

Direct partner contact and frequent communication are characteristic of Peter Shannon & Co. client service.

Peter Shannon & Co. employee benefit plan audits are customized based on your needs and in accordance with Department of Labor regulations.  We have in-depth experience performing audits on all types of employee benefit plans, including:

• 401(K) and defined contribution plans
• Health and Welfare Benefit Plans
• Employee Stock Ownership Plans

In addition to financial assurance, Peter Shannon & Co. offers tax and consulting services that can provide valuable assistance with plan design and implementation, analysis of tax benefits or consequences, and tax compliance (including Form 5500 preparation).

To ensure that we maintain a high level of service, Peter Shannon & Co. uses a team staffed with professionals dedicated to performing the audits of employee benefit plans.