We provide audit services to:

  • Defined benefit pension plans
  • Defined contribution – 401(k) plans
  • Health and welfare plans
  • Public company plans subject to SEC reporting on Form 11-K

Our approach to auditing employee benefit plans is somewhat unique in that we work with our clients to properly plan for fieldwork and issuance of our reports. Many ERISA audits are considered “afterthoughts” and many firms wait until the last minute to complete the fieldwork and issue the reports (i.e., October 15th on the extended deadline). Our proven methodology, coupled with available resources allows us to complete our audits in advance of the reporting deadlines. Proactive planning, execution and experience is our key.