Welcome to Employee Benefits Group LLC (EBG), your trusted partner in retirement plan compliance and legal consulting, EBG has been serving clients since 1991. Based in Oklahoma, we leverage over 30 years of experience to navigate the complexities of employee benefits with expertise and integrity.
Why Choose EBG?
At EBG, we understand that retirement planning is more than just a service—it’s a vital part of your organization’s future. With over 200 clients and a billion dollars in assets across Oklahoma, Kansas, Texas, and Arkansas, we are well-equipped to help you achieve your retirement goals.
Our Expertise Includes:
- Customized Plan Design: Specializing in complex plan structures for dual-status Oklahoma entities, including 501(c)(3) and governmental hospitals.
- Comprehensive Services: From 401(k) loan approvals to form 5500 preparations, we cover all aspects of plan management.
- Specialized Analysis: Our team excels in complex controlled group analysis, discrimination testing, and navigating mergers and acquisitions.
- Legal Support: With an in-house ERISA attorney and a partnership with McAfee & Taft, we provide robust legal consulting tailored to your needs.
Our Services
Explore our range of tailored services designed to optimize your retirement plans and ensure compliance with the latest regulations.
Our Team
Our team includes a full-time ERISA attorney who brings valuable legal expertise, supported by our partnership with the esteemed law firm of McAfee & Taft. This collaboration ensures you benefit from top-tier legal insights and compliance strategies, allowing us to provide exceptional service tailored to your needs. Meet our dedicated professionals who bring a wealth of knowledge and experience to every client engagement.
Join the EBG Family
Partnering with EBG means choosing a future of stability and compliance. Let us guide you through the complexities of retirement plan design and operation.