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401K and Retirement Plan Audits

EMPLOYEE BENEFIT PLANS | SINGLE AND MULTI EMPLOYER PLANS

STANDING BY YOUR SIDE SO YOU CAN STAY ON COURSE

For over 30 years, John has provided services to employee benefit plans including multi-employer Taft-Hartley Pension and Welfare Trust Funds as well as single employer 401(K) Pension and Profit Sharing Plans.

Our firm is a member of the AICPA Employee Benefits Plan Audit Quality Center. Our membership in the center demonstrates our commitment to providing quality audit services and as a condition of membership requires us to meet certain educational and other requirements.  In addition, our Firm’s audits of Plans have been and are subjected to the AICPA Peer Review Program which ensures audit quality, since 1989.

John is a member of the New York State Society of CPA’s -Employee Benefits Committee and the Accounting and Review Services Committee as well as Florida Institute of CPA’s Employee Benefits Conference Planning Committee forming our commitment to quality in the industry.

Employee benefit funds in both the multi-employer and single employer arena walk a tightrope between the Department of Labor, the Internal Revenue Service and other regulatory agencies.  These agencies impose special compliance, reporting, and disclosure requirements. We assist trustees every step of the way in staying compliant while also guiding them efficiently and effectively, while meeting the goals of all their stakeholders.

Services we offer to Plans:

401K Audits
Multi-Employer Plan Audits
Health and Welfare Plan Audits
Compliance Audits
Payroll Audits 
IRS and DOL Audits

We have offices in New York and Florida and would love to meet with you to see how we can help your organization.

Please contact us by using the form below:

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Please fill out this form and let us know how we can be of service. We will happily offer you a free consultation to determine how we can best serve you.

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