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Resources

Are you nearing 100 participants in your benefit plan? If so, you will need to begin preparing for your first audit. Check out our helpful guide.

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Blogs

Our recent blogs can be found here, highlighting recent regulatory updates and accounting best practices for your benefit plan.

Employee Benefit Plan Services

As an employee benefit plan sponsor, you’re legally responsible for meeting complex federal requirements. A plan audit validates the accuracy of your plan’s financial statements and determines whether the plan is being operated correctly. We understand these complexities and can help lead the way.

30+ Years Experience

We have extensive experience in performing both limited and full-scope audits for defined benefit and contribution plans. Our team enhances our experience with technical training on all IRS, ERISA, and DOL regulatory changes.

High Quality, Risk-Focused Audit

We have developed and utilize audit templates that ensure that each audit is thorough and meets the same standard. Rest assured that we have been through annual Department of Labor audits and reviews, with no findings or issues.

Secure, Electronic File Sharing

You will have the ability to upload and securely send documents to all members of your engagement team using our cloud-based system. Your final audit will be delivered securely to you through the same system.

High Industry Standards

Harris is a member of the AICPA’s Employee Benefit Plan Audit Quality Center (EBPAQC) and the Western Pension & Benefits Council (WP&BC). These associations recognize firms with high professional standards and provide technical training.

Transparent Pricing

We have up-front, flat-fee pricing you can count on with no hidden fees. We base our prices on the number of employees in your organization, and other extenuating circumstances which are discussed in advance.

“Great history, knowledgeable, great resource for financial planning. Todd Ames rocks. Every year, with our tax planning. When hasn't there been a positive impact.”

Twin Falls, Idaho

K&T Steel Company

What we love about Clients

“Harris makes us feel like our business is a priority, and their audit and tax knowledge has helped us develop more fiscally sound practices.”

CEO - McMillen Associates

MARA MCMILLEN

What we love about Clients

“I'm confident in their ability to properly prepare my taxes, advise me of changes in my taxation, etc. I trust them which is the most important thing to me.”

Ketchum, Idaho

Martha Merizon

What we love about Clients

“In each interaction, even beyond our audit, Harris proves they're truely invested in the financial health of our organization.”

President/CEO - Jannus

AMY LITTLE

“Terry and Sherri are extremely helpful and always friendly. Terry has set up schedules for us to minimize our tax burden.”

Coeur d'Alene, Idaho

Rodney & Terry Bashaw

What we love about Clients

“The Harris staff is accessible. They're our go-to experts when we need to work through complex issues.”

Treasurer - City of Mountain Home

PAULA SZAFRANSKI

What we love about Clients

What our clients say

“In each interaction, even beyond our audit, Harris proves they're truely invested in the financial health of our organization.”

President/CEO - Jannus

AMY LITTLE

“Great history, knowledgeable, great resource for financial planning. Todd Ames rocks. Every year, with our tax planning. When hasn't there been a positive impact.”

Twin Falls, Idaho

K&T Steel Company

What our clients say

“Harris makes us feel like our business is a priority, and their audit and tax knowledge has helped us develop more fiscally sound practices.”

CEO - McMillen Associates

MARA MCMILLEN

What our clients say

“I'm confident in their ability to properly prepare my taxes, advise me of changes in my taxation, etc. I trust them which is the most important thing to me.”

Ketchum, Idaho

Martha Merizon

What our clients say

“The Harris staff is accessible. They're our go-to experts when we need to work through complex issues.”

Treasurer - City of Mountain Home

PAULA SZAFRANSKI

What our clients say

“Terry and Sherri are extremely helpful and always friendly. Terry has set up schedules for us to minimize our tax burden.”

Coeur d'Alene, Idaho

Rodney & Terry Bashaw

What our clients say

Remote Capabilities

We have the capability to perform your benefit plan audit remotely, allowing us to service clients throughout the United States without the the extra cost of travel, and in most cases, at a lower fee than firms in the larger markets. We know the value of your time and our process is designed to reduce the annual burden that annual compliance can have on your team.

Comprehensive plan services

Aside from our technical competence, the Harris team is committed to making the audit and Form 5500 filing a comfortable, stress-free exercise for your team. We conduct the audit within an agreed upon time-frame and with minimal disruption to your team. Our employee benefit plan audit and tax services include:

Full- and limited-scope audits and Form 5500 filing for all types of employee benefit plans, including:
- defined contribution retirement plans, such as 401(k), 403(b), and profit-sharing plans
- defined benefit retirement plans (pension plans)
- nonqualified deferred compensation plans
- Employee Stock Ownership Plans (ESOPs)
- health and welfare plans, including multiple-employer plans
Representation before the Department of Labor or IRS in the event that you receive an inquiry or other correspondence regarding your plan—whether or not we audited it. This includes helping you navigate the correction process.

Year-round plan support

Partnering directly with your staff and various plan service providers, we will ensure the most efficient and productive services are provided to your plan. Having a consultant to help you manage all stages of managing your employee benefit plan is a vital role. Harris is committed to building strong client relationships and believes in a teamwork approach. With services ranging from helping you select a service provider, preparing for your first audit, or verifying that you are in compliance with the Affordable Care Act, the team at Harris is with you every step of the way.