We understand the complexity of employee benefit plans and the numerous regulatory requirements. We possess the specialized knowledge and experience to help ensure compliance with the appropriate standards and keep you informed of changes in regulations that may impact your organization’s employee benefit plan.

We have extensive expertise in the accounting, auditing standards and regulations governing employee benefit plans, including resolution of matters with the Department of Labor, IRS, and the Pension Benefit Guaranty Corporation.

We provide full-scope and limited-scope audits for the following types of plans:

  • 401(k) and 401(a)
  • 403(b)
  • Defined BenefitMoney Purchase
  • Profit Sharing
  • Employee Stock Ownership (ESOP) plans

As a member of the AICPA’s Employee Benefit Plan Audit Quality Center, the firm is committed to adhering to the highest quality standards. An established quality control system and training programs are in place.

For an estimate of fees to perform the audit of your retirement plan, please use the contact page to send us your name and contact information. You will receive a prompt reply so that we may discuss your plan’s audit and estimated fees.

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