• Services

Employee Benefit Plan Audit

We know that your plans' operations are carried out by many internal departments and third-party service providers, yet overall fiduciary responsibility lies with plan officers who are not necessarily involved in the plan's daily operations. We understand these complexities and can lead the way.

An employee benefit plan audit must do more than substantiate financial statements; it must also address plan operations including helping to assess whether the plan is operating according to the plan document and amendments.

We deliver:

  • dedicated employee benefit plan professionals
  • strong technical knowledge of GAAP and ERISA requirements
  • truly independent review and insight
  • significant understanding of how to mitigate risks and adhere to regulatory requirements
  • a methodical approach that results in timely filing of Form 5500s without fire drills
  • continuity from year to year to enhance efficiencies
  • integration and constant communication with compensation and benefits professionals.

Benefits survey

Retirement benefit costs

Eighty percent of employers surveyed say competitive bidding for plan vendors is effective.


New fee for health care reform due July 31

Certain employers who sponsor self-insured health plans must pay a new fee by July 31.

Employer tax

Health benefit changes

Avoid the three situations in which an employer might face a penalty tax.