5.0

88+

Customer Reviews

Employee Benefit Plan Accountants in Bucks County, Montgomery County, & Philadelphia

Employee Retirement Plans

Experience The SD Difference

Employee Retirement Plans

test2

Expert Certified Public Accountants for Businesses

Top CPAs Serving PA, NJ, NY, DE, & More

Employee Benefit Plan Accountants in Bucks County, Montgomery County, & Philadelphia

SD Associates, P.C. provides high-quality employee benefit plan audit and compliance and consulting services. We work closely with the plan sponsors and third party administrators to ensure that they meet the regulatory requirements. SD Associates, P.C. is a member of the Employee Benefit Plan Audit Quality Control (EBPAQC) for CPA firms. Under the direction of the AICPA, this center is a national community of CPA firms. At SD, our experienced CPAs help you manage your employee benefit plans based upon our knowledge and expertise. Our services include preparing audited financial statements, tax services, evaluating compliance, and reviewing fiduciary responsibilities. Get in touch with us today to learn more or to schedule your consultation.

Our Employee Retirement Plan Services

Financial statement preparation: We will prepare the audited financial statements, to provide to the department of labor as part of its annual filing and provide to the plan sponsor a clear understanding of the plan’s current status. Our team carefully reviews the transactions to make sure they are accurate and in compliance with the department of labor or other regulatory requirements.

Evaluating compliance: We will review the plan to make sure that it is in compliance with all regulations. This includes ERISA (Employee Retirement Income Security Act) and DOL (Department of Labor) regulations.

Reviewing fiduciary responsibilities: We will help the plan sponsor understand their fiduciary responsibilities and how to properly discharge them. 

Employee Retirement Plan FAQs

What is an employee retirement plan?

An employee retirement plan is a type of savings plan that offers tax benefits to encourage employees to save for retirement. The most common type of employee retirement plan is a 401(k) plan.

What are the benefits of an employee retirement plan?

The main benefit of an employee retirement plan is that it allows owners and their employees to save for retirement on a tax-deferred basis. This means that the owners and their employees will not have to pay taxes on the money they contribute to the plan until they withdraw it at retirement.

What are the different types of employee retirement plans?

There are many different types of employee retirement plans, but the most common ones are 401(k) plans, 403(b) plans, and defined pension plans. We can help you choose the best option for your needs.

How do I choose the right employee retirement plan for my business?

The best way to choose the right employee retirement plan for your business is to contact a qualified CPA or a third party administrator. They will be able to help you evaluate your options and make the best decision for your company. Our team at SD Associates, P.C. has 35 years of experience handling employee retirement plans, and we can help you choose the right one for your business. Contact us today to schedule a consultation.

How often should I review my employee retirement plan?

You should review your employee retirement plan at least once per year to make sure it is still the best option for your company. Our team at SD Associates, P.C. can help you review your plan and make sure it is still the best option for your business.

Why SD Associates, P.C.

Unparalleled service: There’s a reason SD Associates, P.C. is the best kept secret in the tri-state area.  Our clients receive the best possible service, no matter what their needs are. Our team of CPAs, business advisors, and retirement plan specialists have the knowledge and experience to help you with all of your employee retirement needs.

Personalized advice: Our full-service accounting firm is large enough to offer the services your business requires to succeed, but still small enough for your employee retirement plan CPA in Bucks County, Montgomery County, Philadelphia, and the surrounding areas to offer personalized service. 

High professional standards: We adhere to all of the American Institute of Certified Public Accountants (AICPA) auditing standards, guidelines, rules and regulations. Our quality control system has been reviewed by the Pennsylvania Institute of Certified Public Accountants and has received the highest possible rankings. 

Wide client base: We have a wide range of clients, from small businesses to large corporations. This allows us to offer the best possible advice for your specific needs. With experience catering to various businesses, we can help you find the right employee retirement plan for your company.

Accessibility: We strive to make ourselves accessible to our clients when they need us most. Our team promptly responds to all emails, and we are always available for a phone call if you need advice or have a question. With a team of six shareholders, experienced CPAs, and accounting professionals, you will always have access to a wealth of financial knowledge.

Employee Retirement Plan Service Areas

SD Associates, P.C. is proud to offer expert help with employee retirement plans throughout the tristate area. Our service areas include, but are not limited to: 

  • Philadelphia, PA
  • Bucks County, PA
  • Montgomery County, PA
  • Chester County, PA
  • Lehigh County, PA
  • North Jersey
  • South Jersey
  • Maryland
  • Delaware

Call Our Employee Retirement Plan CPA in Bucks County, Montgomery County, & Philadelphia Today

If you are looking for help with choosing, setting up, or reviewing your employee retirement plan, look no further than SD Associates, P.C. Our team of CPAs and financial advisors has the knowledge and experience to help you with all of your retirement needs. With our help, you can be confident that you are making the best decision for your company. Contact us today to schedule a consultation. We look forward to helping you secure a bright future for you and your employees.

Ask a Question

Do you have a question about tax services, attestation, bookkeeping, or our other financial services? Click here to ask one of our financial experts.

Newsletter

Keep up with the latest developments in taxes, finance, and all things SD Associates, P.C. by signing up for our newsletter.

Experience The SD Difference

Why Our Clients Love Us

Accountants Serving Philadelphia, Bucks County, Montgomery County, & Surrounding Counties

Accountants Serving Philadelphia, Bucks County, Montgomery County, & Surrounding Counties

Looking For More From Your CPA?

When you partner with SD Associates, P.C., you’re working with a top-notch team of knowledgeable tax professionals. With over 3 decades of experience, we strive to provide our clients with the highest level of service.

Full-service CPA Firm

Over 35 Years in Business

Always Available for Phone Calls

Accessible Via Email or Phone

Wide Client Base

Experienced CPAs with Advanced Degrees

The Best Accountants in Philadelphia & the Tri-State Area

Service Areas

Communities We Serve

Our Service Areas
Montgomery
Philadelphia
Bucks
Chester
Delaware
Other States