Employee Benefit Plans

Our team of employee benefit plan auditors has the specialized knowledge and expertise to help ensure that your company is in compliance with the complex standards and changes in regulations. To stay current in this highly technical practice area, we attend various continuing education programs, including the annual American Institute of CPAs (AICPA) National Conference on Employee Benefit Plans and other relevant seminars.

Our comprehensive services include:

  • Audits of pension, health and welfare and 401(k) plans subject to the Employee Retirement Income Security Act (ERISA) under the regulatory authority of the U.S. Department of Labor (DOL)
  • Consulting services related to employee benefit plans
  • Preparation of IRS Form 5500 and summary annual reports
  • Review of IRS Form 5500

Our quality commitment

As a member of the AICPA’s Employee Benefit Plan Audit Quality Center, we adhere to the highest quality standards by voluntarily agreeing to the Center membership requirements, which include:

  • Designating a Director responsible for our employee benefit plan audit practice
  • Establishing quality control programs for all staff conducting employee benefit plan audits to ensure that all employee benefit plan audit engagement personnel possess current knowledge of applicable professional standards, rules and regulations for ERISA employee benefit plan audits
  • Establishing internal and external (peer review) inspection procedures that include a review of the firm’s ERISA employee benefit plan audit practice
  • Making our peer review report findings publicly available 

For more information about audit quality, visit the Employee Benefit Plan Audit Quality Center