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)
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over40 years Of High Performing Service To Clients In Chicago & Beyond

Resources 

Employee Benefit Plans Services

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Firms News

12.06.21

ORBA Announces the Addition of New Diversity, Equity and Inclusion Committee Co-Chairs
ORBA, one of Chicago’s largest public accounting firms, is proud to announce that Akeem Ogunsegun and Patty Ruiz will join Carlo Calma as Co-Chairs of ORBA’s Diversity, Equity and Inclusion (DEI) Committee. Both Akeem and Patty have dedicated their time and talents to the DEI Committee since it was established in August 2020.

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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