In an environment of constantly changing rules and regulations from the Department of Labor and Internal Revenue Service, it is essential that organizations choose the right professional for their employee benefit plan audits.

We strive to earn and honor our clients’ trust through accessibility, effective communications, and above all, technical competence.  In order to accomplish this goal, we offer knowledgeable skilled professionals experienced in and dedicated to the employee benefit plan audit area.  We have significant experience with all types of plans including defined contribution (401(k), profit sharing, ESOP), defined benefit (pension, cash balance), deferred compensation and health and welfare.

We are a local solution with extensive experience auditing and providing advisory services for employee benefit plans.  We are a member of the AICPA's Employee Benefit Plan Quality Center and uphold these high standards as we audit nearly 100 benefit plans nationwide, ranging from plans with 100 participants to plans with more than 10,000 participants.  

Our engagements are staffed with accountants experienced in these types of audits, and supervised by CPAs with in depth ERISA knowledge and extensive knowledge of audit and filing requirements, including:
  • Full-scope audit
  • Limited-scope audit
  • Form 5500 preparation
  • 11-K filings
  • Master trusts