Employee Benefit Plan Audits
We are one of the few regional accounting firms with a dedicated employee benefit plan audit practice.
The U.S. Department of Labor has stepped up its efforts to monitor employee benefit plans, resulting in an audit process that is increasingly complex and lengthy. Organizations are under intense scrutiny as more regulations and reporting requirements must be stringently followed for a comprehensive employee benefit plan audit.
Comprised of professionals with specific skills and experience working with clients’ employee benefit plans, the Employee Benefit Practice Group is committed to delivering efficient client service and up-to-date technical knowledge of the latest ERISA/IRS/DOL regulations and requirements. Our emphasis on, and experience with, full and limited scope employee benefit plan audits also allows us to build significant cost efficiencies into our processes and procedures.
We have employee benefit plan audit experience in:
- Defined benefit plan audit
- Deferred savings plan audit
- Defined contribution plan audit
- 401k and 403b plan audit
- Employee stock purchase plan audit
- Profit sharing plan audit
- Health benefit plan audit
- Pension plan audit
- Other types of employee benefit plans
Our employee benefit plan audit services include:
- Preparing IRS Form 5500 and summary annual reports
- Act (ERISA) under the regulatory authority of the U.S. Department of Labor (DOL)
- Consulting services related to employee benefit plans
- Pension, health and welfare, 401(k), 401(a), and 403(b) plans subject to the Employee Retirement Income Security
