Experience to ensure your organization’s plan is in compliance.
RETIREMENT PLAN & EMPLOYEE BENEFIT PLAN AUDITS
Offering benefits to your employees is a great way to attract and retain skilled team members. However, as a plan administrator offering a benefit plan also brings great fiduciary and compliance responsibility and the audit of your organization’s employee benefits plan is more than a compliance requirement. A benefit plan audit is an investment in protecting your organization from financial fraud and abuse. It’s also an opportunity to streamline processes and reduce unnecessary costs.
Our employee benefit plans team stays on top of current and newly developing rules and regulations of the Employee Retirement Income Security Act (ERISA), the Department of Labor, and the IRS. As a member of the AICPA Employee Benefit Plan Audit Quality Center, we have access to comprehensive resources to enhance the quality of your employee benefit plan audit. Each element of our experience allows us to continue to enhance the overall quality and success of our clients.
Our Retirement Plan & Employee Benefit Plan Audit services include:
- 401(k), profit-sharing, and pension plans subject to the ERISA under the regulatory authority of the U.S. Department of Labor
- Preparation of Form 5500 Annual Return
- Assistance with IRS and DOL audits
- Assessment and Recommendation of Benefit Service Providers
- Review of Plan Documents and Operating Procedures
Brian Schepperley
Practice Area Leader
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