We’re recognized as employee benefit plan experts who provide assurance and consulting services for commercial and not-for-profit organizations, with extensive experience and a thorough knowledge you can rely on for many types of plans including:
Profit sharing
401(k)
403(b)
Health and welfare
Multi-employer
Your employee benefit plan is too important to gamble with. By building a long-term relationship with clients, Jones and Kolb offers proactive advisory services that anticipate regulatory changes that may impact your group, guarantee full compliance and add value through efficient plan administration. Services include:
Limited scope audits of 401(k), 403(b) and health and welfare benefit plans
IRS and Department of Labor (DOL) reporting (Forms 5500, 5310 and other required schedules)
Disclosures and schedules required by ERISA and the DOL
Communication with plan governance regarding significant findings
Compliance testing, including testing of participant activity and account balances
Verification of timely remittances of employee contributions
Review and recommendations of internal controls
Investment valuations
Plan fiduciary review
Investment fee reasonableness and benchmarking
Other Industries
Jones and Kolb is a member of the American Institute of Certified Public Accountants Employee Benefit Plan Audit Quality Center, which requires the firm to have quality control policies and procedures in place to ensure that the employee benefit audit plan practice complies with applicable professional standards, among other requirements. This membership shows a commitment to quality employee benefit plan audits and ensures that we are up-to-date on the latest industry developments.
To learn more about our services to the design industry, contact us or by phone 404.262.7920.
