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

Payroll Auditing- Explained!

Bond Beebe Principal Larry Beebe, CPA  sat down with the International Foundation of Employee Benefit Plans to review the basics of payroll auditing. See more on the International Foundation of Employee Benefit Plans’ Blog.

Payroll Auditing- Explained!

Proposed Statement on Auditing Standards | Employee Benefit Audit

Post by Larry Beebe The Auditing Standards Board (ASB) of the American Institute of Certified Public Accountants (AUCPA) has issued a proposed change to the auditing standards a CPA must follow in conducting an employee benefit audit. The proposed changes include Requiring certain additional procedures in an employee benefit audit “…irrespective of the risk of

Proposed Statement on Auditing Standards | Employee Benefit Audit

New Ruling: Employer Must Make Contributions

Post by Larry Beebe A 7th Circuit Court of Appeals upheld lower court decisions that an employer must continue to pay contributions to the health + welfare and pension funds, even though the funds sponsoring union was required to make contributions until the termination of the collective bargaining arrangement in 2015, even though the union

New Ruling: Employer Must Make Contributions

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?

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