Employee Benefit Plan Audit
Employee Benefit Plan Audit
Our team of specialized professionals focuses solely on delivering high-quality employee benefit plan audit and compliance consulting services to help your plan sponsor meet regulatory requirements.
What makes us different
We’ve been a member of the Employee Benefit Plan Audit Quality Center (EBPAQC) 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.
Our 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 nearly 1,800 annual audits of:
Defined contribution plans
- 401(k) plans
- 403(b) plans
- 11-K plans
- Employee stock ownership plans (ESOPS)
- Health and welfare plans
- Multiple employer plans
- Pooled employer plans
Defined benefit plans
- Cash balance plans
- Health plans and welfare plans
- Multiple employer plans
- Pension plans
How we can help
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 (such as Form 5500, Form 990, Form 990-T, Form 5330, Form 8955-SSA)
- Evaluating compliance
- Reviewing fiduciary responsibilities
- Developing best practices
- Internal control processing review
- Preparing financial statements
- Agreed upon procedures
Our services
Data Solutions
Capturing the data that matters most and bringing it into focus is no trivial matter. Rely on our experience to drive your business forward.
Financial Statement Audit
Baker Tilly marries technology with the financial statement audit to provide clients with an innovative financial statement audit.
Outsourcing & Managed Services
Baker Tilly provides numerous outsourcing and managed services in order to help our clients focus on what they do best so they can win now and be prepared for tomorrow.
Public Company Audit
Publicly traded companies must comply with a wide variety of SEC filings. We use our technical knowledge and understanding of your business to provide the objective information you need to confidently move ahead with business decisions.
System & Organization Controls (SOC) Reporting
Baker Tilly’s dedicated AICPA SOC specialists help organizations find the right reporting to fit their needs, including SOC 1 vs. SOC 2.
By the numbers
1,800
Nearly 1,800 employee benefit plans audited annually
Top 10
One of the top ten audit firms of employee benefit plans nationally (according to DOL statistics)
