Employee benefit plans face complex and ever-changing compliance requirements through ERISA, the Department of Labor and the IRS. Our team has extensive audit experience navigating these requirements for Taft-Hartley multiemployer plans and single employer plans for corporations and not-for-profit organizations.

We can help you utilize information from limited-scope and full-scope financial statement audits to gain a deeper understanding of your plans, spotting opportunities for streamlining operations and other savings. We are proud members of the AICPA Employee Benefit Plan Audit Quality Center (EBPAQC) and International Foundation of Employee Benefit Plans (IFEBP).

Anders has staff dedicated to conducting audits and consulting and testing compliance for small and large, complex plans.

We serve the following types of employee benefit plans:

Single Employer Plans for Corporate and Not-for-Profits

  • 401(k)
  • 403(b)
  • 401(a)
  • Defined Benefit Pension
  • Defined Contribution Retirement
  • Health and Welfare
  • Voluntary Employee Benefit Association (VEBA)

Taft-Hartley Multiemployer Plans

  • Defined Benefit Pension
  • Defined Contribution Retirement
  • 401(k)
  • 401(a)
  • Health and Welfare
  • Money Purchase Pension
  • Vacation and Holiday
  • Savings
  • Apprenticeship and Training
  • Income Security
  • Industry Advancement

We also offer:

  • Defined Benefit Pension Audits for Multiple Employer Plans
  • Form 5500 and Form 990 Preparation and Filing
  • Plan Operations and Funding Reviews
  • Employer Payroll Compliance Audits
  • Common Expense Allocations
  • Assistance with DOL Audits
  • Claims Testing
  • Cybersecurity Testing

AICPA Employee Benefit Plan Audit Quality Center (EBPAQC)

Anders is a member of The AICPA Employee Benefit Plan Audit Quality Center, a national community of CPA firms committed to employee benefit plan audit quality and dedicated to raising awareness about the importance of employee benefit plan audits. The Center provides members with best practices, guidelines and tools needed to perform quality benefit plan audits and better serve clients.  As members, we adhere to various requirements, including establishing firm-wide training and quality control programs, performing annual internal inspection procedures, and making the firm’s peer review report findings publicly available.

 


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