Employee Benefit Plans

Caler, Donten, Levine, Cohen, Porter & Veil, P.A. understands the responsibility and the risk that the fiduciary of an employee benefit plan faces. Our team of dedicated professionals has extensive experience in dealing with ERISA regulations, the complexities of financial reporting, and the auditing requirements of employee benefit plans.

You need professionals who will help you through the process and get it right the first time.

The regulatory and legislative environments surrounding employee benefit plans are changing rapidly due to increased oversight and compliance monitoring by the Department of Labor. CDL has the specialized knowledge and industry experience needed to help plan fiduciaries comply with and stay abreast of regulatory requirements.

A quality audit will not only help protect the assets and the financial integrity of your employee benefit plan, but it will also help you carry out your fiduciary responsibility to file a complete and accurate annual return/report for your plan.

CDL is a Member of the Employee Benefit Plan Audit Quality Center

Established by the American Institute of Certified Public Accountants, the Center was created to promote the quality of benefit plan audits and provide auditors with additional resources to add value to the process. The professionals at CDL regularly attend ERISA-related training sessions to stay abreast of current issues and to help our clients avoid the latest pitfalls.

Effective planning and open communications are keys to a successful audit process.

CDL works closely with you to help reduce the administrative burden of undergoing an audit. Our audit professionals are trained to create important and beneficial communication channels between plan sponsors, trustees, administrators, and other service providers.

Audits are critical, but plan sponsors should expect more than just satisfying a requirement from their service providers. We not only perform the unique audit procedures relative to ERISA, but help plan sponsors understand the regulations and ramifications. CDL gives you greater confidence in meeting your fiduciary obligations as well as providing your employees with increased assurance of their retirement assets.