We are specialists in providing cost-effective audits as required by ERISA

Through our experience, we can assist you in complying with the ever changing DOL, ERISA, and IRS laws and regulations.  Our firm has the privilege of serving over 60 single- and multi-employer benefit plans.

We work closely with your plan administrator to minimize your time and efforts on compliance matters so that you can focus on your business goals.

AUDITING SERVICES

• Defined Benefit Pension Plans

• Profit Sharing Plans

• 401(k) Plans

• Health & Welfare Plans

• Full scope and DOL Limited scope audits

TAX AND INFORMATION RETURNS

• Preparation of required annual tax and information forms to meet all governmental requirements

• Consultation related to Department of Labor and Internal Revenue Service laws and regulations

• Assisting clients through government agency audits, including direct correspondence in dealing with request for additional information