Employee Benefit Plans

Navigating the details of your employee benefit plans

We bring our approximately 25 years of experience to helping companies understand the details of employee benefit plans, including the design of and compliance for both public and private plan sponsors.  We help clients by identifying issues relating to plan operations, design, and compliance throughout our audits. We are a member of the American Institute of CPAs (AICPA), Employee Benefit Plan Audit Quality Center, and are committed to adhere to their high standards.

Our employee benefit plan services include audits of and advisory around internal controls, assistance with audits by governing agencies, plan operations and recommendations. We have experience in working with the following:

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401(k) Plans (including Employer Matching Plans)

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Defined Contribution Plans Profit-Sharing Plans, Stock Bonus Plans, etc.
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Employee Stock Ownership Plans (ESOP Audit)
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Other Types of Qualified Retirement Plans

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Assistance with Voluntary Correction Program (VCP) Filings
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Assistance with IRS and DOL Audits
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Assistance with Prohibited Transaction Issues
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Examination of Plan Operations, including Recommendations for Improvement
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Review of Compliance with Plan Documents, IRS and DOL Regulations

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Internal Control Reviews
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Drafting Financial Statements