Employee Benefit Plans

Audits of these plans enable you to be assured of your compliance with the exacting laws now in place, in addition to understanding the plan's asset requirements, and the legal duties that fall to the administrators and the trustees to meet.

Fouts & Morgan provide expertise in auditing plans that include defined benefit plans, defined contribution plans (401(K) and 403(K)), profit sharing and other types of benefits granted to employees.

We offer three levels of expertise;

  • Plan Development

Researching and identifying the needs of your business in providing for you and your employees within your budget requirements. We can find a solution tailored to your business.

  • Implementation

Experienced in many commercial and individual sectors we are familiar with the steps required to systematically introduce the plan, taking account of required legal constraints and key financial timings.

  • Referral

We are happy to refer you to our business affiliates should you wish to have your plan administered.

RELATED SERVICES

  • Business Consulting

We gauge our worth by the personal and business success of our clients. We can identify areas that are negatively affecting profitability and growth, and develop practical solutions that are technically sound. Having a sounding board for your business is critical, and we can add to that by providing comprehensive, flexible strategies that address issues affecting your business.

  • Financial Planning

Whatever your goals we can work a plan to fit, helping you assess your financial needs and developing strategies that will help to meet your goals and strengthen your financial security.

  • Financial Forecasts, Projections and Audits

From simple projections to complex models, we can provide a realistic view from conception, through actuality, and beyond to validation.

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