PENSION ADMINISTRATION AND AUDITS
Pension Administration & Audits PDF Print E-mail

CS&L CPAs Provides Retirement Programs Across Florida

CS&L’s benefit team can provide financial planning and problem solving in pension administration and audits.  Serving organizations and companies since 1954, CS&L is your premier CPA firm to handle your retirement benefits in the Bradenton, Sarasota and Tampa Bay areas in Florida. 

CS&L began providing benefit programs before the enactment of the Employment Retirement Income Security Act (ERISA).

Retirement plan services include:

  • Plan Document & Implementation
  • Plan Analysis & Feasibility Study
  • Installation & Takeover
  • New Plan Documents or Restatements
  • Plan Administrative Services
  • Trust Fund Services
  • Preparation of Form 5500
  • Audit Services

LISA BRISTOW

Lisa Bristow, CPA - Principal  

Expertise:  Pension Design & Consulting, Tax Consulting & Preparation, Professional Services

  Bradenton:  941.748.1040 Contact Lisa Bristow Profile 

RANDY DILLINGHAM

Randy Dillingham, CPA - Principal 

Expertise:  Local Government Entities, Not-for-Profit Organizations, Employee Benefit Plans, Common Interest Realty Associations, Private Schools

  Bradenton:  941.748.1040 Contact R. Dillingham Profile

JAY CLARKSON

Jay Clarkson, CPA - Principal

Expertise:  Retail, Not-for-Profit Organizations, CFO Consulting, Management Advisory, Employee Benefit Plans, Health Care, Construction/Real Estate 

  Sarasota:  941.954.4040 Contact  Jay Clarkson Profile

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Betsy Oakey - Pension Manager

Expertise:  Pension Administration                             

  Bradenton:  941.748.1040 Contact Betsy Oakey Profile

 
© 2010 Christopher, Smith, Leonard, Bristow & Stanell, P.A.
Sarasota, Florida. All rights reserved.