ERISA Consulting | Employee Retirement Income Security Act

Benefits Planning Tailored to Your Evolving Needs

At Barton, Walter & Krier, we provide our clients with the highest quality benefits planning tailored to the unique needs of your business and retirement plans. As your trusted ERISA partners, we offer comprehensive audit, tax preparation, and advisory services across the entire retirement plan spectrum to help you meet the challenges of today’s ever-changing regulatory landscape and reporting with the Department of Labor.

We work with companies of all sizes and in all industries to conduct detailed assessments and provide expert guidance to ensure you stay in compliance from day one. Our continual investment of time, resources, and state-of-the-art technology ensures you receive best-in-class service regardless of where you are in the planning process. We’re committed to helping you stay abreast of your tax and accounting reporting responsibilities giving you peace of mind your needs are met now and in the future.

Our ERISA services include:

Audit

Financial statements for retirement health and welfare plans
401 (k) and 403 (k)
Profit-sharing plans
Employee Stock Ownership Plans (ESOP)

Tax Preparation

Preparation and filing of 5500 with DOL
Other filings with IRS or Department of Labor

Advisory

Experienced ERISA professionals dedicated to client service
Proactive and personalized service and advice
Service clients with wide variations in retirement plan options

What our clients are saying

BWK has provided Milestone Systems Inc. the same capabilities as the big firms would, while simultaneously providing a high tough, "Big fish in a small pond" type of feel, that we just wouldn't get from those same Big Name firms."

Michael Kohler, President Milestone Systems, Inc.

Manufacturing Industry

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Barton, Walter & Krier, LLC delivers the highest quality professional services, with a superior level of client attention. They are reliable, accessible and responsive to our needs.

Dave Gonyea, President of Gonyea Homes & Remodeling

Manufacturing Industry

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The staff at Barton, Walter & Krier, LLC have served us for many years. They have helped us guide our business through the many challenges that small businesses encounter. They know our business inside and out and serve as a great sounding board.

Kent Eveland, President of Scamp Trailers

Manufacturing Industry

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Similar to our machine shop, Barton, Walter and Krier, LLC delivers high quality services that we can count on. We receive their full attention from experienced CPAs who have the ability to think outside the box.

Frank Pichelman, President of Ardel Engineering & Manufacturing, Inc.

Manufacturing Industry

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Personalized attention and innovative, value-added solutions

UNPARALLELLED TEAM

Our knowledgeable team of CPAs and tax professionals builds lasting relationships with clients. We’re dedicated to your growth and long-term financial success.

PROVEN PROCESS

We take a holistic approach to managing your account, looking at the “bigger picture” to identify opportunities and challenges relevant to your success and tailor our services accordingly.