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Employee Benefit Plan Audit

We help meet your employee benefit plan’s annual audit and filing requirements, and work to protect the plan’s integrity.

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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 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 more than 1,300 annual audits of:

    • 401(k) plans
    • 403(b) plans
    • Defined contribution plans
    • Defined benefit plans
    • Health and welfare plans
    • Employee Stock Ownership Plans (ESOP)
    • 11-k plans
    • Cash balance 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
    • Evaluating compliance
    • Reviewing fiduciary responsibilities
    • Developing best practices
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    By the numbers

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    1,300

    More than 1,300 employee benefit plans audited annually

    Top 10

    One of the top ten audit firms of employee benefit plans nationally (according to DOL statistics)