Employee Benefit Plans

Tax and Tax Planning
Accounting and Auditing
Management Consulting
Employee Benefits
Management Information		 At Bruce Harrell & Company, we are committed to making retirement plans a rewarding and positive experience for plan participants. Timely and accurate plan administration is critical to the success of any retirement plan in order to maintain tax-qualified status and avoid penalties.

Administering your benefit plan can be very time consuming for you and your staff. Fortunately, the Employee Benefits team at Bruce Harrell & Company is capable of administering benefit plans for companies just like yours.

We offer the following plan administration services:
bulletRecordkeeping
bulletValuation Reports
bulletTrust Accounting
bulletTesting (including coverage and non-discrimination testing)
bulletGovernment Form Preparation
bulletEmployer/Employee Communication
bulletDetermining Eligibility
bulletContribution Calculations
bulletVesting Determination

Our services also include helping companies with all necessary paperwork and compliance tasks for plan terminations, plan amendments, restatements and mergers, plus a range of retirement and distribution planning services.

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