Compensation and Benefit Tax Services

Compensation & Benefits

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Your company’s compensation and benefits package is vital to retaining your best employees and attracting top talent. The challenge isn’t simple: How can you best reward your employees while delivering the most value from your benefits dollars? And how will you measure the attractiveness of your offerings in an increasingly competitive marketplace?

Aside from striking a balance between the cost and competitiveness of your benefit options, you’ll need to tackle complexity at many levels—from understanding executive compensation plans, employee benefit programs, and health care offerings to navigating the cross-disciplinary web of rules and requirements that govern them.

The task can be daunting, but our dedicated professionals can help. We offer a full range of related services, from tax compliance and related payroll consulting to integrated plan design assistance and review of qualified retirement plans, tax-favored retirement plans, health and welfare plans, and nonqualified deferred compensation plans. And we’re able to provide these services to organizations both public and private, from small to Fortune 1000 and across industries.

Key Service Areas

Executive Compensation and Benefits

Your top executives play a critical role in developing strategy, driving growth, and, ultimately, determining your company’s success. You want to compensate them in a way that accurately expresses their value to your company and encourages them to stay for many years.

As you consider what type of compensation structure is best for your company, we can provide insight on fringe benefits, employer stock programs, and nonqualified deferred compensation plans for your executives, managers, sales professionals, and others. In the meantime we’ll help you comply with relevant regulations—such as IRC Section 409A—and steer clear of penalties.

Health and Welfare Benefits

Changing health care laws have generated an array of complex decisions that will affect the competitiveness and cost-effectiveness of your employee health and welfare plans. We’re at the forefront of understanding health care reform and can provide innovative solutions that include:

  • Advising you on the design, compliance requirements, and tax impact of a wide range of health and welfare benefits options
  • Reviewing your internal controls and audit preparations
  • Providing training, documentation, and planning to help you meet your fiduciary responsibilities
  • Helping you file required federal forms

We also provide a range of health care consulting services and assurance services for employee benefit plans.

Retirement Plan Programs

The vast array of available retirement plan options make it difficult to design one that optimizes cost, value, and employee retention. We can help your company with the design and selection process, identify and manage its responsibilities as a plan fiduciary, and find ways to improve your plan’s effectiveness. Our services include:

  • Plan design and implementation
  • M&A due diligence and consulting
  • Plan review, analysis, and advice
  • Training, documentation, and planning
  • Management of IRS and Department of Labor investigations and other audit preparations
  • Filing of required federal forms

We also provide a range of assurance services for employee benefit plans.

Insights


Alert
The CARES Act allows employers to provide tax-deductible student loan payments to employees of up to $5,250. Learn the details.

Article
As businesses shift to remote work setups during the COVID-19 pandemic, accountable plans can help define and track expenses, such as phone and internet service, and employee conduct.

Alert
On March 18, 2020, the US Treasury Department issued guidance that certain 2019 federal tax payments can be delayed by 90 days. Learn more.

Alert
The IRS’s proposed regulations address the tax deductibility of meal and entertainment (M&E) expenses in tax years beginning after December 31, 2017.

Article
The SECURE Act offers benefits to employer retirement plans, including improved access to multiple employer plans, looser notice requirements, and more.

Alert
Qualifying businesses, individuals, and employees can use per diem rules to substantiate business travel expenses for tax purposes. Get details and effective dates.

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