Plan Design and Administration

Employee benefits are among the primary tools used to attract and retain a top-notch staff for any organization. Creating a plan that balances the goals of both the organization and its employees requires thorough analysis and review of benefit options and costs. Without the assistance of skilled benefit plan professionals, plan creation and management can consume a great deal of time and money.

No matter what the size of your organization, Sikich combines strategic planning, creative benefit design, and financial management to develop a package for your employees that will optimize the best benefits at the lowest cost while meeting your plan objectives. Our services include:

Plan Design – Develop a plan that will meet the needs of the sponsor as well as plan participants financial goals

Compliance and Tax Law Updates – Audits, terminations, mergers and restatement requirements

Administration – Locally based and focused on service to the plan sponsor and your administrative staff, includes preparation of the IRS Form 5500, loans, hardship and distribution   processing as well as contribution calculations




**Investment advisory services offered through Sikich Financial, an SEC Registered Investment Advisor.

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