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Answers to Complex Questions

Crowe Chizek and Company LLC is nationally recognized for providing professional services for qualified retirement plans and other employee benefit plans. Organizations request our experience and insights when it comes to:

Benefit Plan Audit Services. We have a practice group that specializes in performing financial statement audits of employee benefit plans which comply with the U.S. Department of Labor’s annual filing requirements. We assign a highly trained team to each engagement, which results in audit process efficiencies, reduced client efforts, and greater value at competitive fees.

Employee Stock Ownership Plan (ESOP) Services. Our professionally bundled solutions address a wide range of needs:

  • Feasibility studies;
  • Record-keeping, compliance, and communication;
  • Repurchase obligation analyses;
  • Record-keeping and compliance services for KSOPs and other qualified plans maintained by ESOP companies;
  • Specialized advice for S corporations and C corporations.

Retirement Plan Services. We provide retirement plan design, compliance assistance in meeting Internal Revenue Service and Department of Labor regulations, help with withdrawal/distribution and loan processing, and much more.

Crowe has more than two decades of experience providing benefit plan services. Because we are one of the nation’s top 10 public accounting and consulting firms, Crowe offers you access as needed to experts in tax, accounting, finance, compliance, and consulting.

Whatever the benefit plan questions, we take pride in delivering answers. For additional information, please contact Lori Stuart at astuart@crowechizek.com or 614.280.5229.