Employee Benefit Plans

Employee Benefit Plans & Unions

Shalik, Morris & Company, LLP provides accounting, auditing, consulting, tax and financial services to unions, pension funds, employee benefit plans, ERISA plans, welfare plans and other benefit plans. We assist our clients in navigating the complexities of government regulatory agency compliance. At the completion of each audit examination, we present recommendations and observations to management that are designed to assist with the strengthening of internal controls and operating procedures. Our proactive approach expands the value of our services beyond compliance and reporting to be used as an effective management tool.

Our services to Employee Benefit Plans & Unions include:

  • Audits, Reviews & Compilations of Financial Statements
  • Auditing Services, including Employer Payroll Audits & New York State, Department of Labor, IRS & Other Government Audits.
  • Accounting & Bookkeeping Services
  • Reviews of Budgets, Projections & Financial Models
  • Preparation of Federal, State & Local Income Tax Returns
  • Handling Federal, State & Local Tax Examinations & Inquiries
  • Reporting & Compliance
  • Preparation of Form 5500, Form 990 & Form LM-2
  • Development & Review of Internal Controls & Operating Procedures
  • Benefits Consulting & Assistance with Compensation Plans
  • Preparation of Management Letters
  • Contract & Document Review
  • Cost Allocation Studies & Planning
  • Consulting Services