Summit CPA has joined Anders. See how we are achieving our highest potential — together. Learn More

Benefit Plan Audits

Remain compliant with complex benefit requirements with Anders on your side.

Streamline Operations While Staying in Compliance

Anders has extensive audit experience to help you understand employee benefit plan requirements through ERISA, the Department of Labor and the IRS. Using limited- and full-scope financial statement audits, we can spot opportunities for savings and streamlining operations. We are members of the AICPA Employee Benefit Plan Audit Quality Center (EBPAQC) and the International Foundation of Employee Benefit Plans (IFEBP).

Single Employer Plans 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)
Taft-Hartley Multiemployer Plans
  • Defined Benefit Pension
  • Defined Contribution Retirement
  • 401(k)
  • 401(a)
  • Health and Welfare
  • Money Purchase Pension
  • Vacation, Holiday, and Apprenticeship and Training Funds
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

Summit CPA Joins Anders

Summit CPA Group (Summit), a virtual CFO firm, recently merged its practice with Anders. In addition to CFO services, Summit specializes in virtual 401(k) plan audits. Because of the way they utilize technology, advisors can perform these audits anywhere, at any time. Their bench strength allows the team to effectively guide you through the complex process.

Together, we can create an even more seamless experience to help clients stay compliant.

Industries We Work With

No matter the size of your business or your unique benefit plan audit needs, our specialists focus on the following industries and serve others as well:

Keep up with Anders

Want to keep up with all the latest insights from Anders? Subscribe and receive the information that matters to you.