EMPLOYEE BENEFIT PLANS

Why Bond Beebe?

Bond Beebe’s reputation for unsurpassed client service and its solid track record for simplifying complex employee benefit plan administration is unrivaled. When Trustees, administrators, plan professionals and their service providers engage Bond Beebe, they realize the intangible benefit of peace of mind is as valuable as the accounting and financial services we deliver.

About Our Firm

  • We Literally Wrote the Book on Employer Compliance Auditing | Payroll Auditing: A Guide for Multiemployer Plans
  • Bond Beebe is a Member of the AICPA Employee Benefit Plan Audit Quality Center
  • Our Professionals Teach a Significant Number of Classes and Seminars Annually
  • Our Employee Benefit Plan Clients Range in Size from Under 100 to over 500,000 Participants with Assets of $500,000 to more than $3,000,000,000
  • We Conduct Audits Nationwide, From Florida to Connecticut and New York City to Hawaii

We Have The Experience You Need

At Bond Beebe, we believe that good things come with age. As a testimonial to our experience, we have been serving employee benefit plan clients since 1947. Whether your Plan is wide-reaching and complex or services only a handful of employees, we know how to identify savings and provide protection at every opportunity.

Our professionals are nationally‐recognized for their expertise and are frequently called upon to educate other industry professionals on industry standards and best practices. We are specialists in DOL, ERISA an IRS compliance and will put this expertise to work for your Plan.

Bond Beebe’s Labor and Benefit Plan Practice Group, consisting of 6 Principals and over 30 other professionals, includes dedicated specialists in the areas of compliance and claims processing. These highly-qualified technicians devote their full-time attention to their specialties and consistently provide unparalleled recommendations to our benefit plan clients.

Our Clients Include

  • Defined Benefit Pension Plans
  • 401(K) And 403(B) Plans
  • Money Purchase Pension Plans
  • Single Employer Plans
  • Multiple Employer Plans
  • Employee Stock Ownership Plans (ESOPs)
  • Health And Welfare Plans
  • VEBA Plans

How We Help Our Clients

  • Financial Statement Audits | Full Scope & Limited Scope
  • Trustee Expenses Reimbursement Review
  • Payroll Audits
  • Forensic Accounting
  • DOL Compliance: Form 5500
  • Custodial Analysis
  • Examination of Health Claims Adjudication

Benefit Plan Updates From Our Experts

Informative IFEBP Podcast Released

We recently listened to an informative and entertaining podcast, Talking Benefits Episode 3: It’s Complicated, released on March 8, 2017 by the International Foundation of Employee Benefit Plans (IFEBP). Their benefits experts provided updates on current regulatory matters, including Department of Labor nominations, the Fiduciary Rule status and the latest MPRA and PBGC petition outcomes.

Informative IFEBP Podcast Released

Segregation of Duties: The Key to Proper Controls and Minimizing Fraud

  Post By Alyssa Sproat Segregation of duties (SOD) is an essential part of the effectiveness of internal controls for any business. This integral separation ensures that key processes are performed by more than one person to prevent fraud or financial misstatement. While technology continues to become more sophisticated, the time is now to implement controls

Segregation of Duties: The Key to Proper Controls and Minimizing Fraud

Is Your Plan Still Paying Benefits to Deceased Pensioners?

Post By Zack Podrasky One of the most important aspects of pension payments is the timely ceasing of benefits when a participant dies. The state of Illinois found this out the hard way. Between 2010 and 2014, some of the largest pension funds in Illinois incorrectly paid approximately 400,000 deceased pensioners over $3.5 million in

Is Your Plan Still Paying Benefits to Deceased Pensioners?

Kentucky Becomes Right-To-Work State

On January 9, 2017, Kentucky enacted law making it a right-to-work state, effective immediately.  The Kentucky law is prospective, applying to all new contracts and those renewed or extended after 1/9/17.  The law also includes a special provision that prohibits public sector employees from strikes or work stoppages and requires the public sector employees’ written

Kentucky Becomes Right-To-Work State

Recap: 2016 IFEBP Annual Conference

By Larry Beebe Last week I attended the International Foundation of Employee Benefit Plans (IFEBP) annual conference in Orlando. Each year the IFEBP annual conference provides education to trustees, administrators, and plan professionals who work closely with employee benefit plans. The conference consists of fourteen 75 minute educational segments spread over a two and one

Recap: 2016 IFEBP Annual Conference

Fiduciaries Ordered to Pay Benefits Personally

Larry Beebe, CPA A U.S. District Court in Oregon ruled that the trustees of a retirement plan must pay a participant’s retirement fund distribution from their own personal funds as a result of failing to prudently invest plan assets. The plan had invested its assets in a single plat of undeveloped land owner by a

Fiduciaries Ordered to Pay Benefits Personally

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