Employee Benefit Plans

Postlethwaite & Netterville provides comprehensive services for your company’s employee benefit plans; including qualified retirement plans, nonqualified plans, cafeteria plans, medical reimbursement plans, other welfare arrangements, and compensation practices. Let us help you design or redesign your profit sharing, 401(k), or 403(b) plan. Health and welfare plans can be equally confusing with a list of design and compliance issues. Our goal is to make sure your employee benefit and compensation plans are competitive, are designed to retain employees and are in compliance with the Employee Retirement Income Security Act (ERISA), the Internal Revenue Code, and the Health Insurance Portability and Accountability Act (HIPAA), as overseen by the Department of Labor, the Internal Revenue Service, and the Centers for Medicare and Medicaid Services. The services we provide include:

Plan Consulting

  • Determine your plan feasibility and alternatives
  • Design custom provisions
  • Review investment options and fiduciary responsibilities
  • Determine employee communications
  • Assist with terminations
  • Determine compliance issues
  • Assist with policies and procedures
  • Assist with plan corrections and related agency filings

Document Services

  • Preparation of documents for approval by your legal advisor
  • Submission for an IRS determination letter
  • Preparation of corporate resolution and employee notices
  • Preparation of the summary plan description
  • Preparation of administrative forms
  • Preparation of an application for tax-exempt status

Administration Services

  • Discrimination testing
  • Year-end administration and reporting
  • Preparation of participant statements and annual reports
  • Preparation of all compliance forms
Employee Benefits