Employee Benefit Plans
Auditing
As a retirement plan sponsor, there are certain responsibilities assumed as fiduciary of the Plan. Included in those responsibilities are the timely filing of the appropriate tax forms and the procurement of a qualified firm to perform an audit of the Plan’s financial statements when required. McSoley McCoy & Co. performs more benefit plan audits than any firm in Vermont. Our clients include defined benefit plans, defined contribution plans, and health and welfare benefit plans. We also prepare dozens of Forms 5500. The experience we gain from serving these clients will benefit you.
Our employee benefit team each receives comprehensive training specifically targeted to retirement plans. The end product of our extensive experience and training is a resource that will help you navigate the maze of regulations and responsibilities. Our team of employee benefit experts stands ready to assist you.
Consulting
Attracting and retaining quality employees is a primary challenge for business owners. We advise clients on issues pertaining to compensation matters and help them choose, implement and maintain competitive and efficient compensation and benefit packages. We also work with business owners to devise a plan to maximize their retirement income.
