Employee Benefit Plan Audits

Employee Benefit Plan Audits

We add value to your employee benefit plan, and meet regulatory requirements with quality auditing and tax consulting services. Our clients receive solid, innovative solutions based on their particular set of facts and circumstances. We work with a variety of plan administrators, actuaries, attorneys and investment consultants to incorporate our industry knowledge and experience into meeting our clients’ needs.

Our professionals can help you with:

  • Pension and 401K plans subject to the Employee Retirement Income Security Act (ERISA) under the regulatory authority of the U.S. Department of Labor (DOL); audited pursuant to Generally Accepted Auditing Standards (GAAS)

  • Review and preparation of Form 5500

  • Unusual plan transactions

  • Plan design changes

  • Provider searches

  • Compliance with ERISA

  • Responses to IRS/DOL inquiries or audit issues