Employee Benefit Plan Audits

Employee Benefit Plan Audits

Our team helps you add value to your employee benefit plan while ensuring it meets regulatory requirements. We work with a variety of plan administrators, actuaries, attorneys and investment consultants, making certain to meet all our clients’ needs.

Our professionals 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