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.

Contact Us
Smiling group of diverse CPA auditors reviewing paperwork for benefit plan audits

What Makes Us Different

We know the challenges plan sponsors face, which is why you need a financial accounting and advisory 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 accounting and advisory 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
  • 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. 

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


4720 Salisbury Road, Suite 223
Jacksonville, FL 32256

South Florida

2000 Banks Road, Suite 218
Margate, FL 33063


1800 Pembrook Drive, Suite 300
Orlando, FL 32810