Employee Benefit Plan Audits

An important duty of trustees is to ensure that your company’s Employee Benefit Plan not only meets the regulatory requirements of the U.S. Department of Labor and the Internal Revenue Service, but protects the assets and financial integrity of the Plan. Your company’s reputation and employees’ future security are at stake.

Our commitment to providing quality audits combined with years of experience will help to ensure that your Plan is satisfying the specialized financial, operational, and regulatory requirements. The quality of our work guarantees your peace of mind but at a competitive cost. Membership in the AICPA Employee Benefit Plan Quality Center enables us to keep abreast of regulatory developments and best practices.

We audit the following types of Plans

  • Defined Benefit Pension Plans
  • Defined Contribution Pension Plans
  • Profit Sharing Plans
  • 401(k) & 403(b) Plans
  • Employee Stock Ownership Plans
  • Health and Welfare Plans (VEBA)


Podcast: Employee Benefit Plans - Responsibilities, Common Mistakes, & Key Takeaways For An Audit