Employee Benefit Plan Services

Employee Benefit Plan Expertise in New York and New Jersey

Grassi & Co. has many years of experience in providing Employee Benefit Plan Services and works closely with a significant number of companies across a wide range of industries. We advise clients in plan design and administration of retirement and pension plans to help clients achieve desired employee incentive goals while maximizing the efficiency of plan operations. We also perform audits and assist clients in satisfying compliance and fiduciary obligations. The Grassi & Co.’s Employee Benefit Plan Services niche has a depth of knowledge in providing audit services for:

  • 401(k) and 403(b) plans
  • Defined benefit plans
  • Multi-employer union plans
  • Employee stock ownership plans (ESOPs)
  • Health and welfare plans

We have been a market leader in sharing current regulation, fiduciary, and legislative changes related to the Employee Retirement Income Security Act (ERISA) and other U.S. Department of Labor (DOL) regulations, in addition to Internal Revenue Service (IRS) requirements.

Our team has a deep understanding of the possible challenges and issues one may face preparing for and working through the audits and administration of employee benefit plans. Our experience and ability to leverage our capacity, tools, and knowledge, help minimize any disruption to our clients’ plan operations. Our long-standing relationships in the industry also gives us the ability to assist clients in vendor selection for recordkeeping, administration and investment services.

Grassi & Co. professionals also have the expertise to provide independent consulting services and assist with:

  • Mitigating risks related to fiduciary requirements
  • Preparing the Form 5500
  • Complying with governmental requirements

Grassi & Co. is a member of AICPA’s Employee Benefit Plan Audit Quality Center (EBPAQC). The Center is a voluntary membership organization for firms that perform ERISA employee benefit plan audits, and was established to promote the quality of employee benefit plan audits. The Center provides members with timely communication of regulatory developments, best practices guidance, and technical updates to help firms provide better service to clients, especially in light of increasing complexity of employee benefit plan audits and increased scrutiny by the DOL. As a member, Grassi & Co. has a designated partner responsible for overseeing the employee benefit practice, establishing firmwide quality control programs, performing internal inspections, and making the firm’s peer review report available on the AICPA website.


“Working with Grassi & Co., is a pleasure. They have been conducting our 401(k) audit for many years.  They are always responsive to our needs and make the schedule work for us.  We are very confident in the audit they produce, and have been impressed by their professionalism and organizational skill.  We highly recommend Grassi & Co. to anyone who wants their audit to run smoothly and efficiently.”
-Mark Dzierzynski, Winholt Equipment Corp.