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Employee Benefit Plan / 401(k) Audit

We define a successful benefit plan relationship as one that results in on-time, on-budget delivery with substantive suggestions for plan administration efficiency or operational improvements. In order to ensure that we meet this high standard, our Employee Benefits audit team works with plan administrators and trustees to set up a calendar of events and a clearly-defined set of responsibilities for each party involved in the audit (including us!). Our benefits plan audit team is experienced in the field and works with a wide variety of clients – from those just barely meeting the statutory audit threshold, to those whose plans cover thousands of employees.

Your takeaway from the audit relationship will be a smooth, communicative experience, a set of financials that meets all statutory requirements, and a set of relevant and substantive suggestions and observations made by our team.

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