Let our team untangle the complexities of your Employee Benefit Plans.

The employee benefit plan industry can be confusing. Between Employee Retirement Income Security Act (ERISA) and other regulations, fair value measurements and disclosures, and communication of internal control matters, it can be difficult for sponsors to manage changing requirements that grow more stringent every year.

Employee Benefit Plan Audits for Growing Companies

Growth is good but requires a nimble team of CPAs to make sure the retirement plan is operating according to the plan’s guidelines and rules, is complying with state and federal laws, and is depositing the correct amounts into each employee’s retirement account.

If your company is close to hitting the 100-employee mark, it’s time to start planning for an audit. Finding a qualified, experienced and well-versed CPA is key to making sure all of the boxes are checked.

Our services include audit, tax and advisory for a wide range of plans, including:

• 401(k)
• 403(b)
• Union
• Health and wellness
• Pension
• Profit sharing