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Employee Benefit Plans


In the ever changing world of Employee Benefit Plans, staying on top of the latest law changes and ERISA rules requirements is essential.  Sheptoff, Reuber & Company, PC’s Employee Benefit Plan audit and tax professionals have the necessary knowledge and experience in this area.  We are members of the AICPA Employee Benefit Plan Audit Quality Center.

            We help our clients navigate through this difficult area of their business while upholding their fiduciary responsibilities as plan sponsors and guiding them through the requirements as established by the Department of Labor and ERISA.

            Our team of professionals has from 3-20 years experience in the audit and limited scope audit of Employee Benefit Plans and has performed over 100 of these engagements.  We also work with smaller companies with fewer than 100 participants to prepare their annual Form 5500 filing, if necessary, or to help them prepare for future compliance should they cross the threshold necessary for an audit engagement.

            Please contact Mark A. Osora, CPA, our audit partner, at, or Bruce S. Filingeri, CPA, MST, our tax partner, at, or by calling (860) 659-0357, for more information about these services we offer.

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