Employee Benefit Plans

High Quality Audit for You

Not only must a benefit plan have an audit that meets all applicable standards, but, we believe, that it must also have an audit that is high quality and customized.

Benefit plans are very different entities from their sponsoring organizations. As such, plans frequently receive an audit that does not fit the risk profile or the operations of the plan.

We have audit programs designed for defined contribution, defined benefit, and health and welfare plans that will be further customized for each individual plan audit. This ensures that your plan gets exactly what it needs, delivered efficiently and with responsive and solutions-oriented client service.

Learn more about our audit services


Tax Compliance Resources for Benefit Plans

Within our tax team, we have dedicated professionals who routinely work with our benefit plan clients, providing Form 5500 preparation services and other tax consulting and assistance.

No tax question you may have is too big or small to receive a thoughtful, timely response from our knowledgeable and caring tax professionals.

Learn more about our tax services