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)
2022TOP WORKPLACES USA Energage
2021 TOP WORKPLACES The Chicago Tribune
2021 FINANCIAL SERVICES INDUSTRY TOP WORKPLACES USA
top 200public accounting firms INSIDE Public Accounting 2013-2022 Rankings
TOP 100FIRMS TO WATCH Accounting Today's 2014-2022 Rankings
GREAT LAKESRegional Leader Accounting Today's 2012-2022 Rankings
over40 years Of High Performing Service To Clients In Chicago & Beyond

Resources 

Employee Benefit Plans Services

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Firms News

12.15.22

ORBA Named on America’s Best Tax and Accounting Firms 2023 List by Forbes
ORBA, one of Chicago’s largest public accounting firms, has been named on the Forbes list of America’s Best Tax and Accounting Firms 2023. This award is presented by Forbes and Statista Inc., the world-leading statistics portal and industry ranking provider.

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seminars & events

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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