Benefit Plan Audits

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

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: