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Employee Benefit
Plan Engagements
Your employees are your company’s most valuable assets. We understand that your benefit plans are vital to your employees and that audits of employee benefit plans are unique. They are subject to very specific IRS and DOL rules that require specialized knowledge to execute. Prager Metis’s Employee Benefit Plans team is well versed in the ERISA guidelines and has developed deep knowledge and expertise in performing employee benefit plan audits. We stay on top of industry trends and do all of the necessary groundwork to remain current with industry-specific, ever-changing regulations and best practices and enable you to tap into our wealth of resources—up-to-date industry knowledge. At Prager Metis we work with plan sponsors and other fiduciaries to ensure their plans are fully compliant with ERISA, DOL, and IRS requirements in the most efficient and effective manner.
Prager Metis is a member of the American Institute of Certified Public Accountants (AICPA) Employee Benefit Plan Audit Quality Center. The Center’s members firms have demonstrated a commitment to employee benefit plan audit quality and to raising awareness of the importance of such audits. Members of our Employee Benefit Plan Group attend annual and semi-annual conferences and seminars sponsored by the AICPA and attend in-house training and development. This translates into a team that understands the latest rules, regulations and laws.
Types of Employee Benefit Plans Serviced Include:- Single and multi-employer plans
- Defined contribution plans
- 401(k) plans
- profit-sharing plans
- 403(b) plans
- Defined benefit plans
- Deferred compensation plans
- Health and welfare plans
Stephanie A. Gigliotti , CPA
Partner
- 845.473.7774 / Ext. 10469
help!Are you interested in receiving our latest news or
contacting one of our experts? Stay In Touch Are you ready for the
next step?At Prager Metis, we believe our
people make the difference! Explore Careers
Employee BenefitPlan Engagements Your employees are your company’s most valuable assets. We understand that your benefit plans are vital to your employees and that audits of employee benefit plans a...
CFO Advisory Services
Prager Metis provides critical advisory services and support to financial leaders, business owners and investors that meet the unique challenges, complexities, and the ever-changing environment the office of the CFO faces.
The office of the CFO is increasingly complex and equally broad in its mandate. Our CFO advisory services are aligned to support this critical function from strategic finance and decision support to core financial and accounting services. Our CFO Advisory teams help navigate through the challenges surrounding cash flow optimization, financing, tax compliance and financial reporting. Our team is comprised of highly trained professionals with extensive business and industry expertise, technical acumen, and the ability to identify and apply best practices. We combine profit and cash flow experience with organizational knowledge. Our list of services are as follows:
Our CFO Advisory Services include:- Transaction readiness and support
- Financial planning and analysis (FP&A
- Audit Readiness
- IPO Readiness
- Business Strategy and Growth
- Sarbanes Oxley Implementation
- Due Diligence / Quality of Earnings
- Improve strategic decision-making.
- Manage business risks
- Monitor and improve organization performance
- Explore the adoption of new technologies and tools
- Drive shareholder value
- Ensure accounting and regulatory compliance
The focus on more strategic procedures such as analysis, business partnering, and decision support has led many companies to automate transactional functions and enhance their capabilities. This comes with additional responsibilities and increased scrutiny and regulation in the finance and accounting field, making it challenging to prioritize improvement efforts.
As the role of the CFO evolves and expands, resources within accounting and finance organizations can become stretched to capacity. This can make it difficult for CFOs and their teams to dedicate time to important initiatives, such as the integration of advanced analytics and transformation of financial and accounting functions. In these situations, highly capable external teams may be required to provide support and ensure success when it matters most. Prager Metis is the extension of the office of the CFO.
Related Services- Bankruptcy
- Fractional / Interim CFO
- Capital Allowance
- Cost Segregation (US)
- Crisis Management
- Esg Services Growing Your World
- Financial Due Diligence
- Forensic and Dispute Advisory Services
- IC-DISC (US)
- Mergers & Acquisitions
- Public Companies
- PPP Loan Forgiveness
- Real & Personal Property
- Research Tax Incentives
- Risk Advisory Services
- Valuation & Examination Services
Christopher L. Zellman, CPA
Principal
- 212.643.0099 / Ext. 10203
help!Are you interested in receiving our latest news or
contacting one of our experts? Stay In Touch Are you ready for the
next step?At Prager Metis, we believe our
people make the difference! Explore Careers
CFO Advisory Services Prager Metis provides critical advisory services and support to financial leaders, business owners and investors that meet the unique challenges, complexities, and the ever-chang...