Employee Benefit Plans Services Plan the work, work the plan for a thriving workplace

Employee benefit plans are a great way to provide your employees with tax-deferred savings opportunities for retirement. As an employer, providing a plan helps retain talented workers and gives you the edge needed to attract qualified new employees. However, creating and maintaining employee benefit plans to comply with government regulations can be daunting without the assistance of a trusted partner like ORBA.

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Our Employee Benefit Plans professionals are poised to provide your company with the help you need—from consulting on plan creation to reporting requirements to audits and administration. Our team has the expertise to answer all of your retirement plan and tax-related questions.

The benefits of working with ORBA

Retirement Plan Design, Implementation & Administration

  • Contribution allocations
  • Year-end account preparation
  • Compliance testing
  • Census data updates
  • Loan and distribution processing
  • Plan and participant communications
  • Complete, timely and accurate record keeping services
  • Expert plan sponsor support and responsive service

Form 5500 & Related Filings

  • Form 5500 series preparation and filing services
  • Preparation and filing services for any related retirement plan filings, such as Form 8955-SSA or Form 5330
  • Preparation of required employee communications, including the Summary Annual Report
  • Assistance with Voluntary Correction Program filings

Plan Audits

  • Single and multi-employer plans
  • Health and welfare plans
  • Defined benefit plans including pension plans and cash balance plans
  • Defined contribution plans including 401(k) plans, 403(b) plans, profit-sharing plans and employee stock ownership plans (ESOPs)

Resources

Employee Benefit Plans Services

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Firms News

07.30.18

ORBA Named Among Top 200 Public Accounting Firms for 2018 by INSIDE Public Accounting
CHICAGO – Ostrow Reisin Berk & Abrams, Ltd. (ORBA), one of Chicago’s largest public accounting firms, has been named as one of the country’s Top 200 Firms for 2018 by INSIDE Public Accounting (IPA). ORBA is ranked #125 on the list in the annual report. IPA 100, 200 and 300 firms are ranked by U.S. net revenues […]

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Media Mentions

07.30.18

Various Media – ORBA Ranked Among IPA Top 200 Public Accounting Firms

Guides

ORBA will gladly provide you with hard copies of the useful guides listed below. Select which guides you would like to receive and submit the form below.

  • Tax Pocket Guide
  • Tax Planning Guide
  • Records Retention Schedule
  • Auto, Travel & Business Log

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