Plan Audit Services

Our plan audit experience includes limited and full scope engagements.
We are knowledgeable auditors who meet agreed upon deadlines and DOL and IRS requirements.
By planning in advance we minimize your staff’s time investment during the audit and can provide a cost-effective engagement. Our clients are proactively asked to have information ready so we do not arrive asking for information that makes them interrupt their workday. Every audit requires clients to spend time addressing questions, but we give our clients time to be prepared for our engagement.

Our Plan Audit Services Include:

For Single Employers:

• 401(k) & 403(b) Plans
• Pension & Profit Sharing Plans
• Welfare Plans

For Multi-Employers:

• Medical Plans
• 401(k) & Pension Plans
• Vacation, Education & Training Plans

These Services Include:

• Audit, Review & Compilations
• Limited Scope Audits
• Agreed-Upon Procedures Engagements
• Payroll Compliance Audits
• Form 5500 Preparation – Annual Return of the Employee Benefit Plan
• Form 990 Preparation – Return for Organizations Exempt from Income Taxes
• LM – 2 Preparation

Fees
It is not uncommon for us to be able to conduct an audit at 70% to 80% of what a prospect paid for their prior year’s audit. We pass the benefits of our efficiencies to our clients. Call to inquire about our fixed fee pricing.