Audit & Assurance Services
Employee Benefit Plan Audits
Remain compliant with complex benefit requirements.
Streamline Operations While Staying in Compliance
Understand your employee benefit plan requirements from ERISA, the Department of Labor and the IRS.
We are members of the AICPA Employee Benefit Plan Audit Quality Center (EBPAQC) and the International Foundation of Employee Benefit Plans (IFEBP).
Employee Plan Audits for Companies and Not-for-Profits
- 401(k)
- 403(b)
- 401(a)
- Defined Benefit
- Pension Plans
- Defined Contribution
- Retirement Plans
- Health and Welfare
- Plans
- Voluntary Employee Benefit Association (VEBA)
- Employee Stock Ownership Plans (ESOP)
Value-Added Services
- Employer Payroll
- Compliance Audits
- GASB 68 Audits for
- Public Employee
- Retirement Systems (PERS)
- Assistance with DOL Audits
- Claims Testing
- Common Expense Allocations
- Cybersecurity Testing
- Form 5500 and Form 990 Preparation and Filing
- Plan Operations and Funding Reviews
Talk To Anders
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