In today’s marketplace, employers need a competitive employee
benefits program to attract and retain top talent.
Windes & McClaughry’s Employee Benefit Services (EBS)
can partner with you to ensure that your employee
benefits are designed to be cost effective, remain in
compliance with IRS, Department of Labor, and ERISA
rules and regulations, and support your business objectives.
Our professionals provide consulting and third party
administrative services for employer sponsored qualified
retirement and welfare benefit plans. Our services include
plan design and administration, annual reporting and
disclosure to plan participants and the government, and
specialized projects such as distribution planning and
compliance reviews.
The combined resources of our firm and the
experience of our EBS professionals make us uniquely
qualified to provide our clients with technical expertise
and superior service. All EBS professionals are members
of the American Society of Pension Professionals and
Actuaries (ASPPA) and the National Institute of Pension
Administrators (NIPA) and, as such, have earned nationally
recognized professional designations. Annual continuing
education keeps us current on the latest developments
within our field.
We are dedicated to providing quality benefit
plan services to help you maintain your competitive edge
and meet your retirement goals. You will have direct
contact with your plan administrator and receive
personalized service from experienced professionals
who are directly responsible for your employee benefit needs.
Our services and resource are uniquely tailored to your company:
- Profit sharing and 401(k) plans
- Defined benefit and cross-tested profit sharing plans
- Compliance and consulting
- Retirement planning FAQs
- Forms and resources