Employee Benefit Plan Audits

Service - Employee Benefit Audits

Taking care of your employees is a top priority. One way to do this is by providing an excellent benefits package — but what are your responsibilities as the plan trustee? Regulations regarding employee benefit plans continue to change and become increasingly complex. Our experienced Benefit Plan Audit team can help you understand your responsibilities as the plan trustee, ensure the proper audits are completed and the correct paperwork is filed.

Specific Services Include:

  • Limited Scope & Full Scope Audits
  • Preparation and/or Review of IRS Form 5500
  • Audits for a variety of clients, including closely-held companies & nonprofit organizations
  • Assistance with annual plan qualification testing
  • Preparation of IRS Form 990 for VEBA trusts

Get Connected

Headshot - Howard C

Howard Cutler