Transparency and Accountablity
Audits exist to ensure money is being handled properly. And no where is that accountability more important than with your company’s employee benefit plan because you’re responsible for someone else’s money.
Employee benefit plan audits allow you to be completely transparent with your employees as to how their retirement money is being handled, as well as providing an accountability check for you on your third-party administrator.
We currently perform 50 employee benefit plans each year, making up about 10% of our audit practice. Almost all are for plans with assets from $500,000 to $500M. Most have 150-300 participants and a $2M-$20M asset range.
We are a member of the AICPA’s Employee Benefit Plan Auditing Control Center. As such, we participate in webinar updates as well as attend the AICPA Benefits Conference. Each year, our audit team attends EBP training that includes accounting updates as well as directives from the Department of Labor.
Request for a Fee Quote
Interested in having us conduct your EBP audit? Get a quick quote here.

Audit Types
Full Scope Audit
Limited Scope Audit
Articles & News
Three of the Most Common Mistakes We Catch During the Audit
Performing your fiduciary duties—as they relate to your benefit plan—can be challenging to say the least. Depending on your role […]
4 Tips for Choosing your 401(k) Auditors…from an Auditor’s Viewpoint
It’s that time. Your employee benefit plan has finally hit 120 participants, or you’re getting ready to start the plan […]
Who We Work With
Key Team Members

Don McPhee

Chris Bona

Talon Woods
