Employee Benefit Plans

We provide clients administering employee benefit plans with multiple services, to help reduce the complexity and time involved in compiling and reporting plan activity. Our staff includes individuals who specialize in understanding the regulatory requirements of these fiduciary plans.

Bellows Associates, P.A. works with Employee Benefit plans of all sizes. No project is too small or too complex. We provide a variety of services to our Benefit Plan Clients, including one time projects and ongoing support.

  • Auditing & Assurance

    • Full Scope and Limited Scope Audits
    • Program Specific Audits
    • Agreed-Upon Engagements
  • Tax and Regulatory

    • Preparation of Tax Returns
    • State and Local Tax Compliance
    • DOL Reporting and Disclosure Forms
    • ERISA Compliance
  • Accounting & Financial Statement Services

    • Accounting and Bookkeeping Services
    • Compilation, Review and Auditing
    • Financial Statement Preparation
    • General Accounting Services
  • Payroll Compliance

    • Agreed-Upon Engagement for Payroll of Participating Employers