Audit and Compliance

Our experience and expertise make us a reliable partner that will help you successfully navigate the intricacies of employee benefit plan compliance.  We understand your needs and deliver customized audit and tax compliance services that are tailored to your plan and its operating environment, including compliance with ERISA and the Department of Labor requirements.

We serve as a resource for you throughout the year, supporting defined contribution and employee benefit plans of varying sizes and structures.  These include:

  • Single and multi-employer plans
  • Defined contribution
  • 401k
  • 403b
  • Defined benefit
  • SEC 11-K filings
  • Health and welfare
  • Profit-sharing

We are committed to your industry through our involvement in many professional activities.  We currently have a member on the AICPA Employee Benefit Plans Audit Quality Center Executive Committee and just recently completed a 3-year term on the AICPA Employee Benefit Plan Expert Panel.  We continually monitor and share relevant information with you so you can make informed decisions for your Plan.

Johnson Lambert is committed to excellence and is a member of the AICPA Employee Benefit Plan Audit Quality Center (EBPAQC). We chose to participate in this voluntary organization because it is well aligned with many of the core values that guide our firm. 

AICPA Employee Benefit Plan Audit Quality Center Member

Audit and Assurance Services

Our audit and assurance services are designed to address the risks of your plan.  Your service team will be hand-picked to ensure you receive the most experienced personnel based on the services you require. 

Audit and assurance services we provide for employee benefit plans include:

We design your assurance engagement to align our scope of services with your objectives.

Tax Compliance and Consulting Services

In addition to audit services, some of our tax services that may be of interest to you and your employee benefit plan include:

  • Form 5500 preparation and electronic filing
  • Form 8955-SSA preparation and electronic filing
  • Voluntary correction programs
  • Retirement plan determination letters
  • Maintenance and reinstatement of exempt status