BUILDING TOMORROWS, TOGETHER

We have experience with all available health and welfare benefit plans and will work with you to determine the best plan to offer your employees, based on your needs. The different types of health and welfare benefit plans include:

  • Multi-employer health funds (self-funded and insured)
  • Multi-employer vacation funds and other welfare benefit plans
  • Company medical plans, including general health, dental, vision, etc.
  • Cafeteria Plans

Services provided include:

  • Audits (Full Scope and Limited Scope) as Required by ERISA 103(a)(3)(A) and 29CFR 2520.103-1(b)
  • Employer payroll audits
  • Filing of annual reports—Form(s) 5500
  • Cost allocation studies for shared expenses
  • IRS audit support
  • Consultation regarding Plan terminations, Plan mergers and other topics
  • Compliance support for ERISA, DOL, and the IRS

Our team is dedicated to helping you offer retirement benefit plans that will help recruit, retain and reward the best talent to grow your business.

Contact Purk & Associates at 314.884.4000 to learn how we can partner together to help you achieve more by taking care of your most important business asset – your employees and plan participants.

SERVICES PROVIDED FOR HEALTH AND WELFARE BENEFIT PLANS

ASSURANCE SERVICES
  • Audits
  • ERISA
  • Union
  • Multi-Employer
  • Payroll and Compliance Audits
  • 11-K
  • PCAOB
TAX COMPLIANCE – FORM 5500
  • Preparation
  • Consulting
  • Planning
ADVISORY
  • Plan Design
  • Non-Qualified Plans
  • Retirement
  • Health & Welfare

FIND OUT IF YOU’RE
AN IDEAL CLIENT

We have to be the right fit for you
and you have to be the right fit for us.