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Employee Benefit Plan Services

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Assurance and advisory services for employee benefit plans

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Page 1: Employee Benefit Plan Services

Proficiency, Insight & Experience Working for You

BBW recognizes the impact that Employee Benefit Plan audits have on businesses, in general, and on your business, specifically.

With a seasoned team and access to a comprehensive network of resources, BBW delivers high quality audits, tax and consulting services for Employee Benefit Plans.

Why Choose BBW?

As a member of the American Institute of CPA's Employee Benefit Plan Audit Quality Center, BBW adheres to the highest quality standards with designated partner involvement, quality control programs, internal inspections and peer review policies. Commitment to quality is first priority.

Integrity Attention to Detail Personal Service

Accountants first. Advisors foremost.

Partner Contact:

Steven J. Johnston10815 Sikes Place, Suite 100Charlotte, NC 28277704-841-9814 Direct704-841-9800 Main704-841-9802 [email protected]

www.bbwpllc.com

Blair, Bohlé & Whitsitt, PLLC understands the importance of your company's employee benefit plan.

Employee Benefit Plan Services:

Attest, Compliance and Consulting Services:

Full Scope and Limited Scope Audits of Plans

Preparing IRS Form 5500 and Summary Annual Reports

Consulting Services Related to Employee Benefit Plans

SAS 70 Audit Engagements

Tackling audit complexities with a dedicated team possessing industry-specific experience, training and specialized knowledge.

Helping to ensure compliance with intimate knowledge of appropriate standards, filing requirements and regulatory changes.

Knowing how to plan and execute audits in a way that maximizes audit efficiency and quality.

Delivering a quality of service that bolsters staff confidence in plan reporting and management.

Defined Benefit PlansDefined Contribution Plans

Cafeteria PlansHealth and Welfare Plans

- Profit Sharing Plans- 401(k) Plans- 403(b) Plans- ESOP Plans (Leveraged and non-leveraged)

Employee BenefitPlan ServicesLocally entrenched.Professionally connected.Uniquely qualified.

BBW instills confidence in every client relationship.

BBW's experienced team andprofessional partner resources enable it to contribute extensive knowledge and value to critical business needs.

Clients receive seamless quality and management of their services through trusted BBW team members.

ASSURANCE & ADVISORY