Employee Benefit Plans
Employee benefit plan services represent a significant service line for our firm. We perform audits for more than 230 employee benefit plans each year, and we have a dedicated group of professionals who serve clients solely in this space.
As members of the AICPA Employee Benefit Plan Audit Quality Center (EBPAQC), we are well versed in audit requirements and governmental regulations, and we are committed to performing an effective and high-quality audit for each plan we serve. We also recognize the importance of your time, and by serving you with decades of experience and a team of knowledgeable professionals, your employee benefit plan audit experience with Blue will be fluent and efficient.
Regardless of the size, type, or filing requirements of the plan, we approach each audit with a focus on customer service and quality. Our firm size is large enough that it allows us a wide expanse of resources, yet small enough that we offer personal service and competitive fee quotes.
Questions? Contact Our Experts
Debbie Herbert, CPA
Director
dherbert@blueandco.com
812.405.1733
Who We Serve
- Defined contribution plans, including 401(k), 403(b), MPP & ESOP plans
- Defined benefit plans
- Health & welfare plans
- Multiple-employer plans
- Plans subject to 11-K filing requirements
- Plans electing ERISA 103(a)(3)(C) scope
- Plans requiring full scope audit procedures
Employee Benefit Plan Services
- Tax filings (including Forms 990-T, 5500, 8955-SSA, and 5330)
- Preparation of application for IRS and DOL correction programs
- Plan design, consulting, and compliance services through our affiliate, Blue Benefits Consulting, Inc.
Benefit Briefs ArticlesView All Thought Leadership
December 17, 2024
By Debbie Herbert, CPA, Director at Blue & Co. If your defined contribution plan has a vesting schedule for employer contributions, you may be familiar with the term ‘forfeitures.’ In […]
February 02, 2024
By Holly Fields, CPA, Senior Manager at Blue & Co. For 2024, the Internal Revenue Service (IRS) increased plan limitations to reflect cost of living adjustments. Below are some of […]
March 03, 2023
Recent changes by the U.S. Department of Labor to the Form 5500, Form 5500-SF, and related instructions will impact future audit requirements for employee benefit plans. Understanding the Plan Audit […]
Connect with our team.
To learn more about our services and areas of expertise, send us a message.
Monday night, in celebration of Stokes & Housel turning Blue, we invited employees, clients, and community members in Bedford, IN, to attend a Blue & Co. open house at Bedford's historic Downtown Depot.![]()
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It was a night full of great food, fun giveaways, and buzzing conversation. We are thankful for everyone who attended and look forward to continuing to strengthen our relationships in Bedford.![]()
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#BedfordIN #LifeatBlue #ClientAppreciation
Blue & Co. is growing again! 🎉 Effective December 16, 2024, Stokes & Housel, CPA will join Blue & Co., bringing another Southern Indiana office into the firm. ![]()
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“We are thrilled to announce the opening of our newest office in Bedford, Indiana, marking the fourth location in our Southern Indiana practice,” said Brad Shaw, Managing Director of Blue & Co. “This addition is a testament to our commitment to our clients’ growing needs while also reinforcing our core values of being responsive and caring advocates. We look forward to providing exceptional service and continuing to serve the Bedford community with unwavering excellence.”![]()
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Blue & Co. will be adding seven employees from Stokes & Housel with expertise in tax preparation, client accounting services, consulting, strategy, and payroll. ![]()
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To read the full announcement, please visit our website at hubs.la/Q02_XRNp0 ![]()
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#SouthernIndianaBusiness #StokesandHousel #BedfordIN
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