Employee Benefits Plans - HoganTaylor Business Advisors

Face plan compliance requirements with confidence

Managing your Employee Benefit Plans (EBP) can be stressful, especially with increasing regulatory requirements. Third-party service providers, audits, and reporting demand more of your time and resources. HoganTaylor’s unique approach and commitment to excellent service significantly reduces the amount of time you have to spend on EBP compliance. Our dedicated team, which includes three senior partners, has a deep understanding of plan compliance requirements and always stays abreast of current issues affecting your plan.

Employee benefit plans services and solutions

Unique Approach That Saves You Time

HoganTaylor’s unique approach significantly reduces the work and stress our clients endure to meet their DOL reporting obligations. We work directly with your third-party administrator (TPA), investment custodian and other involved third parties so you aren’t the go-between for all information requests. All the while, we keep you informed.

Security of Your Confidential Plan

We utilize secure portal technology enabling TPAs, custodians and others to upload files directly, enhancing the security of your confidential plan and participant information.

Excellent, On-Time Service

Audit reports are issued in weeks, not months, once we receive required information, helping you avoid penalties from untimely reporting. Every one of our 150-plus plan audits and 350-plus Form 5500 filings were completed on time last year, a significant record of excellence.

All Plan Types and Sizes

All plan types and sizes can benefit from the HoganTaylor approach – 403(b), 401(k), profit sharing, ESOP, defined contribution, defined benefit, single employer and multiple employer plans with assets that range from $100,000 to hundreds of millions of dollars.

Expertise includes employee benefit plans of various structures and sizes, including but not limited to:

401(k) plans

403(b) plans

Pension plans

11-K filings

ESOPs

Health and welfare plans

Return preparation (Forms 5500, 8955-SSA, 720, etc.)

Assistance with late filings through the DOL’s Delinquent Filer Voluntary Compliance Program

"They care about the relationship as much as the business"

We care about our clients and we take the time to develop a relationship with each one.

“The success of our partnership with HoganTaylor is largely due to the value that they put on developing professional and personal relationships with our team. In addition, they provide exemplary services to our organization.”

—Ken Etheredge

Director of Retirement Plans and Asset Services, BOK Financial

"We take what is important to you and make it important to us."

“Your employee benefit plans are important to the success of your business. At HoganTaylor, we take what is important to you and make it important to us. That’s why Employee Benefit Plans is a primary niche area at our Firm. We have dedicated professionals who focus on employee benefit plan audits full time, so you can rest assured that your engagement team is abreast of the latest regulations and your plans are in compliance.”

— Gwen Mazzola, CPA

Lead Employee Benefit Plan Partner

Bio and Contact Info

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Employee Benefit Plans

Reduce the work and stress involved in your plan compliance with our unique approach.