Employee Benefit Plans

Employee benefit plans are critical to hiring and retaining quality people. It is important to analyze and balance the goals of the plan sponsor with those of the employees.

At Pease & Associates, our dedicated team of audit experts is fully trained and knowledgeable in all areas of employee benefit plan solutions. Our goal is to work with you to be sure your organization is in full compliance with all applicable laws and regulations.

Our specific services include:

  • 401(k), profit-sharing, and other defined contribution plan audits
  • Audits of defined benefit plan
  • Health and Welfare plan audits
  • Employee Stock Ownership Plan audits

Whether your company is large or small, our experts can provide you with advice and practical solutions for plan design, government compliance, and reporting requirements.

Your team, core values and approach to client service are impressive.  Jennifer and Rob did a terrific job for us, which reinforced our decision to choose your firm.  Thank you!

3rd generation Northeast Ohio Manufacturing Company

“Pease & Associates is the rare tax planning and audit firm that balances developing creative solutions (right-brained) with thorough analysis and thoughtful execution (left-brained) and they wrap it up with fast response.”

Dan T. Moore President, Dan T. Moore Co.