Bill Barks
Employee Benefit Plan Services

Jo-Ann Lewandowski
Manager, Employee Benefit Plan Services

Eric Woodruff
Manager, Employee Benefit Plan Services Audits

Lisa Purichia

Employee Benefit Plan Services

Sponsel CPA Group has deep experience designing benefit plans for a wide variety of companies across diverse demographics, industries and locations. We specialize in administering 401(k) and 403(b) programs, cafeteria plans and profit-sharing plans. Our expert team can design a corporate benefit plan that gives you an edge over the competition when hiring and retaining employees.

  • 401(k) and 403(b) administration

  • Cafeteria plan administration

  • Profit-sharing administration

Employee Benefit Plan Audits
  • We help companies make the audit of their employee benefit plan (EBP) an efficient and cost-saving compliance tool rather than a troublesome headache

  • We use auditors that specialize in EBP audits, which enhances the experience for the HR professional; in many cases, we are able to reduce the audit fee as a result of our streamlined audit procedures by using auditors who are very experienced in EBP audits and their required Department of Labor regulations

  • We find that planning early with critical due dates and agreed-upon expectations of all, impacts company staff results in an effective timetable for completing a compliance task with little disruption

  • If you are seeking an audit firm that values a well-planned audit engagement and the use of consistent, experienced auditors who want to serve you in the manner you want to be served, please contact us.

Benefits include:
  • Hands-on guidance from experts who can translate and interpret complex rules and regulations into easily understandable analyses

  • Ensuring compliance with the U.S. Department of Labor, IRS and ERISA laws and regulations

  • Being a more competitive employer that attracts and retains better-quality employees by offering comprehensive and in-demand benefits

  • Providing valuable employee benefits at an affordable price