Benefit Services

We offer the following benefit plan services: 

  • Benefit Plan Compliance Services
  • Benefit Plan Design Consulting
  • Cafeteria Plan Record Keeping and Design
  • Non-qualified Deferred Compensation Planning
  • Retirement Plan Audits
  • Retirement Plan Investment Advisory Services
  • Retirement Plan Record Keeping and Design
 
Featured Expertise


Pamela Branshaw, CPA, CEBS

Pam Branshaw has more than 23 years of experience in employee benefits record keeping, consulting, and auditing. She manages a firm-wide staff that provides record keeping services for more than 600 retirement plans and more than 80 cafeteria plans. Drawing from her experience as a record keeper for a CPA firm, Pam specializes in designing retirement and benefit plans that fit a client's business needs and also fixing “problem plans.”
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