From handling the most complex plans in existence to plans for just a handful of employees, Bond Beebe knows exactly how to bring savings and protection to your plan at every opportunity. Our experience in all aspects of employee benefits is renowned in the industry.

Bond Beebe professionals serve on the International Foundation of Employee Benefit Plans’ (IFEBP) Accountants Committee and Financial Review Commitee, and on the American Institute of Certified Public Accountants’ (AICPA) Employee Benefit Plan Expert Panel – assurance that we are current with all issues that are important to you and your employee benefit plan.

We pass cost savings on to you wherever possible. Bond Beebe is priced competitively because of efficiencies we've developed through the volume of benefit plan services we provide:

• Financial statement audits
• Payroll audits & claims audits
• Operational audits
• 5500s / 990s
• Examination of health claims adjudication
• Benefits verification
• Compliance with IRS forms and OLMS filings
• Litigation support, forensic accounting & expert witness
• Shared expense allocation studies
• Human resources consulting
• LM consulting
• Custodial analysis
• Review trustee expenses

To assure you top-level involvement and knowledge for any audit work, you’re assigned two Principals plus a team of professionals with experience specifically geared toward your industry and plan. We survey and assess all compliance and audit needs and prepare a detailed proposal outlining timing, costs, need for review by your people, and our team’s professional background and experience before we begin any work.

Small plan or large, we recommend a variety of housekeeping procedures at the appropriate times: from specifically reviewing employee claims or tidying up recordkeeping, to more serious issues such as plan qualification and required coverage testing for IRS purposes. These recommendations improve your plan's operations and aid in satisfying the reporting requirements under the law. These are part of our core service.

Learn more about how Bond Beebe can strengthen your business with these important services: Accounting & Assurance, Tax Compliance & Planning, Forensic Accounting, Business Advisory and Wealth Management.

With Bond Beebe, you get top experience and cost-effective solutions. Contact us.