ACCOUNTANTS &
BUSINESS CONSULTANTS

"You'll find that we can take much of the worry and stress out of your financial life."

401(k) Plan Audits and Other Benefit Plan Reporting

Do you have 401(k) or health and welfare plans for your business? Do you know what the reporting requirements are? We can help you fulfill your annual reporting requirements and manage risks in the intricate qualified plan arena. The ERISA and Department of Labor requirements make the employee benefit and health and welfare plan audits very complex and place them outside of standard accounting services. Our team of professionals has the expertise to guide and assist organizations as they navigate through the rules and regulations in an effort to comply.

We can assist you in meeting all the demands of Plan Sponsors to fulfill their fiduciary responsibilities in this unique area. We provide the following services:

  • Audits (Full Scope and Limited Scope) of qualified contribution and defined benefit employee benefit plans
  • Preparation and Review of Form 5500
  • Multi-year filings for plans not compliant with annual reporting obligations
  • Consultation regarding plan mergers and reporting requirements