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.
Audit and advisory services include
If you're ready to enhance your business's compliance and safeguard its benefits plan, we provide services in many different fields.
Founded on the principle that every small business owner deserves efficient accounting solutions, We are dedicated to saving time, minimizing taxes, and simplifying life.
(503) 344-3850