Call us: 301-564-3636

Employee Benefit Plans

As the regulatory landscape of providing employee benefit plans becomes more complicated, every business needs a trustworthy partner to ensure they remain compliant. Rubino is dedicated to staying abreast of any changes and guiding every client through the maze of regulatory requirements.

Our Employee Benefit Plan Services

We offer audit and ERISA compliance services for a broad range of employee benefit plans. Our professionals have the experience and expertise needed to protect your business, and we routinely suggest recommendations and share operational insights. Before any audit process begins, we will analyze the existing operation and design of your retirement plan and tailor our approach to the unique composition of your employee benefits.

We offer services to the following types of employee benefit plans:
  • 401(k) Plans
  • 403(b) Plans
  • Employee Stock Ownership Plans
  • Health and Welfare Plans
  • Other Retirement Plans

Our services include:

  • Financial statement audits
  • Form 5500 preparation
  • Operational compliance review
  • Plan design and implementation
  • Investment advisory services

The Rubino Principles

We believe in: 

  • Accessibility
  • Prompt delivery
  • Listening
  • Staying informed
  • Collaboration
  • Offering quality and value

The Rubino Commitment to Quality

We work tirelessly to deliver quality services to our clients, and we are proud of our impeccable reputation. In all of Rubino & Company’s peer reviews, conducted by an independent CPA firm, we have received an unqualified report without a letter of comment. This accomplishment is very difficult to obtain, and it speaks to the level of commitment our firm has to providing quality audit and review services.

Learn More About Rubino

To learn more about Rubino and our services, contact us at or 301 564-3636.