Employee Benefits

McLeod&Company

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Audit and Accounting
Business Consulting
Employee Benefits
Financial Services
Taxation

Employee Benefit Administration

We have expertise to help you with all aspects of your firm’s retirement package:

	Record keeping services for defined contribution retirement plans
	Specialized compliance testing
	Preparation of IRS Forms 5500, 1099-R, 1096, 945, 5300 and 5320
	Specialized contribution allocations allowing more contributions to be allocated to business owner by employees
	Defined Contribution Plan and Employee Stock Ownership Plan creation and administration including plan design, initial plan determination filing with the Internal Revenue Service, filing of amended plan documents, and filing of terminated plans for favorable determination.

Executive Compensation

This service includes design and implementation of Non-qualified Deferred Compensation Plans, New Comparability Plans, Age-based Plans, Employee Stock Ownership Plans (ESOPs), and unique solutions to controlled group issues. We also specialize in finding solutions for plans with IRS and/or Department of Labor issues.

For more information about these services, please contact:

Kim Penny: kpenny@mcleodco.com

Fulton Galer: fgaler@mcleodco.com

or see Contact Us for complete contact information.