We help meet your employee benefit plan’s annual audit and filing requirements, and work to protect the plan’s integrity.
Highly specialized employee benefit plan auditors understand the challenges plan sponsors face and share their knowledge and insight with you throughout the engagement. We recognize the importance of effectively establishing and operating a plan within a stringent regulatory environment.
Our experience includes more than 1,200 annual audits of:
- 401(k) plans
- 403(b) plans
- Defined contribution plans
- Defined benefit plans
- Health and welfare plans
- Employee Stock Ownership Plans (ESOP)
Our goal is to help you successfully manage your employee benefit plan and have an efficient, low-stress, and no-surprises audit experience. Discover how your organization can benefit from our broad knowledge and experience.
- Audit, accounting and tax services
- Evaluating compliance
- Reviewing fiduciary responsibilities
- Developing best practices
We’ve been a member of the Employee Benefit Plan Audit Quality Center for CPA firms since its inception. Under the direction of the AICPA, this Center is a national community of CPA firms that demonstrate a commitment to employee benefit plan audit quality and raises awareness about the importance of employee benefit plan audits.