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Benefit Plan Audit and Advisory Services

Benefit Plan Audit and Advisory Services

As an employer with over 100 participants in your 401(k) plan, you must ensure an annual audit of your employee benefit plan. This audit is essential for safeguarding your plan's assets and staying in compliance with the latest legal requirements. Entrust your audit needs to a qualified CPA with the highest quality standards. With my experience, your audit will align with the Employee Retirement Income Security Act of 1974 (ERISA) and meet all Department of Labor regulations.

Experienced Benefit Plan Auditor
As a dedicated benefit plan auditor, I bring a wealth of experience to the table. Unlike some firms that delegate 401(k) audit tasks to less experienced staff, your audit will be managed by a seasoned CPA. Specializing in employee benefit plan audits is not just my job; it's what I am passionate about. I work closely with trustees, record keepers, and third-party administrators to conduct thorough audits efficiently.

Business Advisory Services
Beyond auditing, I offer advisory services to enhance your business operations. During the audit, I'll identify opportunities to strengthen internal controls and pinpoint any issues in plan administration. I'll help you correct any deficiencies, leading to a more compliant plan and smoother audits in the future. Additionally, I can prepare compilations for previous years and tackle complex compliance challenges that may arise.

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Consultation

Audit and advisory services include

  • Limited scope audits for 401(k) and retirement plans
  • Audits for initial, final, and short plan years
  • Compilations for previous years, if necessary
  • Help with addressing compliance and prohibited transaction issues
  • Support during IRS and DOL audits
  • Recommendations to improve internal controls
  • Suggestions for upgrading plan administration
  • Reviewing Form 5500 for accuracy

If you're ready to enhance your business's compliance and safeguard its benefits plan, we provide services in many different fields.

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4160 Southeast International Way, Suite D105
Milwaukie, OR 97222

(503) 344-3850

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