Employee Benefit Plans

Brock and Company has developed a practice group that specializes in providing employee benefit plan services to our clients. Our wide range of benefit plan services include (1) audits of pension, health and welfare, 401(k) and 403(b) plans subject to ERISA under the regulatory authority of the DOL; (2) preparation of Form 5500, IRS Form 5330, and IRS Form 8955-SSA; (3) consulting services; (4) review of internal control systems; and (5) compliance audits and testing.

Brock's employee benefit plan professionals have extensive ERISA and IRS experience, our services are cost-effective and comprehensive, and engagements are well-planned and completed in a timely fashion.

We can help . . .

  • Provide professionals familiar with regulations affecting employee benefit plan audits and tax filings
  • Coordinate audits with your plan's third-party service provider(s)
  • Supply insight into how well you are meeting your fiduciary responsibilities

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Employee Benefit Plan Advisors:
Mike Bradac                   303.794.5661           mbradac@brockcpas.com
Kyle Ellrich                     303.794.5661           kellrich@brockcpas.com
Ann Brookhart                303.794.5661           abrookhart@brockcpas.com