Benefit Plan Audits
Assurance Dimensions
Benefit Plan Audits
We understand that employee benefit plan participants want to know that their retirement benefits are secure.
Plan sponsors face fiduciary risks and responsibilities. They depend on a detailed employee benefit plan audit.
Our goal is to help you successfully manage your employee benefit plan with a well-planned, low-stress and timely audit that meets all regulatory requirements.
We provide convenience to our clients with fast turnaround time and our ability to perform audits remotely through our secure cloud and web-based software and technology.
What Makes Us Different
We know the challenges plan sponsors face, which is why you need a CPA firm you can rely on to manage your employee benefit plan and provide a low-stress, efficient and effective audit.
As a member of the AICPA Employee Benefit Plan Audit Quality Center for CPA firms, we strive for the highest quality standards in employee benefit audits.
We have been subject to multiple random DOL audits and received clean reports.
Unparalleled Service For Companies
- Fixed Fee Pricing – No hidden costs or fees. Be confident in the value of our services. Contact us at any time with confidence.
- Personalized Communication – We aim to deliver audit services that best meet the unique needs of every client with timely services.
- Experienced Professionals – Our team of auditors has the expertise to provide you with efficient, effective accounting services.
We are revolutionizing the profession by utilizing a retirement plan coordinator for all engagements to work directly with you, your service providers and our team to ensure the engagement starts on time with all details needed. All of our team members are trained in benefit plan audits and are dedicated to working with your service providers as much as possible to take any possible leg-work off of your team’s plate.
Our Experience
It’s important to work with a CPA firm that has extensive industry knowledge and a strong track record performing benefit plan audits.
We work with businesses ranging from 100 to 10,000 employees. You can rely on our experienced team confidently, knowing that we complete hundreds of employee benefit audits annually.
- 401(k) plans
- 403(b) plans
- Defined benefit plan
- Defined contribution plans
- Cash balance plans
- Profit-sharing plans
- Safe Harbor Plans
- Employee Stock Ownership Plans (ESOPS)
- Health and welfare plans
- Multiple employer plans
- Multi-employer plans
- Pension plans
How We Can Help
We ease any concerns you might have by sharing operational insights and offering custom recommendations for your business
Employee benefit plan regulations can be complex, which is why we work closely with your third-party administrator, investment advisor, provider and other ERISA consultants throughout the engagement to provide the highest quality of assurance.
Comprehensive Business Advisory & Audit Services
In addition to employee benefit plan audits and assurance, we offer comprehensive business advisory services for private companies.
- Attestation and Assurance
- Internal Audits
- Benefit Plan Audits
- Reviews
- Compilations
- Agreed Upon Procedures
- Business Consulting
- SOX Compliance
- Management Advisory Services
Get Started Today
Send us a message or request an appointment through the contact form below.
(813) 443-5048
Tampa Bay
4920 W Cypress Street, Suite 102
Tampa, FL 33607
Jacksonville
4720 Salisbury Road, Suite 223
Jacksonville, FL 32256
South Florida
2000 Banks Road, Suite 218
Margate, FL 33063
Orlando
1800 Pembrook Drive, Suite 300
Orlando, FL 32810
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