We are experts in the rules and regulations that govern Employee Benefit Plans. We have extensive experience with the audits of benefit plans as well as the filing of Form 5500. Our team is well-versed in the audits of benefit plans for both for profit and non- profit entities. The penalties for not being in compliance can be extensive – would you trust your plan and your organization’s well-being to anything less than an expert? Our team stays up to date on the ever-changing standards that govern such plans and provide yearly training to our staff to ensure that we are offering the very best service possible.
We are also a member of the AICPA’s Employee Benefit Plan Audit Quality Center (EBPAQC), established to help CPAs meet the challenges of performing quality audits in this unique and complex area. The EBPAQC provides guidance on current technical issues, best practices, education resources to help perform quality audits, awareness of key audit areas and audit deficiencies as identified by the DOL and AICPA, and insight for planning and performing the firm’s annual inspection of our ERISA employee benefit plan audit practice. We can work with you to determine whether your company’s plan needs to include audited financial statements with your 5500 filing.
Sierra Vick, CPA
Director of Employee Benefit Plan Practice