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Employee Benefit and Retirement Plan Audits


Employee Benefit Plan Audits - Olsen Thielen CPAs & Advisors

Recent studies have identified significant deficiencies both in retirement plan operations and in plan audits. Accordingly, the Department of Labor (DOL) ...

Retirement plan audit and contribution considerations - RSM US

If an audit is needed, or if it's discovered a plan that has been audited in the past will not have an audit requirement for 2023 because of the ...

Employee Benefit Plan Audit - Weaver

Audits include qualified defined contribution plans such as 401(k), 403(b), profit sharing and ESOPs (including those that require a Form 11-K filing), as well ...

Employee Benefit Plan Audits and Plan Services - Windes

Our involvement in auditing employee benefit plans under ERISA dates back to the initial audit requirements specified in the law.

Retirement Plan Audits - Mauldin & Jenkins

A quality audit will help protect the assets and the financial integrity of your employee benefit accounts and enables you to carry out your fiduciary ...

Guidance on Employee Benefit Plan Audit | Yeo & Yeo - Michigan

Managing a retirement plan is complex. Staying abreast of the vast changing rules and regulations issued by the Department of Labor, meeting fiduciary ...

Employee Benefit Plan Audits | Retirement Plan Audits Virginia

YHB's Employee Plan Audit Team is dedicated exclusively to conducting benefit plan audits. So our professionals are highly experienced in auditing various types ...

Understanding the Basics of Employee Benefit Plan Audits

An Employee Benefit Plan (EBP) audit is required by the United States Department of Labor (DOL). The audit, which must be fulfilled by an ...

Employee Benefit Plan Audits

In an employee benefit plan audit, an AGH audit team samples and tests various transactions within the retirement plan's year, including comparing requested ...

Benefit Plan Audit Services | Virginia 401k Audit - Keiter CPA

Audits of employee benefit plans have become more complex due to new regulations and reporting requirements. The Department of Labor enforces the audit ...

Advisory Council Report on Employee Benefit Plan Auditing and ...

Because a great deal has changed in the retirement plan industry since the enactment of ERISA's audit requirements in 1974, the Council focused on retirement ...

Considerations for preparing for your first retirement plan audit

Plan transactions should be processed in accordance with plan provisions so that employees receive the maximum retirement benefits they have earned. This is why ...

Employee Benefit Plan Audit | Audit Services - Sikich

As part of your employee benefit plan audit, you may receive a management letter that identifies potential issues and offers solutions to adjust your practices.

Employee Benefit Plan Audit - Cherry Bekaert

Auditing employee benefit plans offers numerous advantages to both plan sponsors and participants. One key benefit is ensuring compliance with relevant laws and ...

Retirement Plan & Employee Benefit Plan Audits

As a member of the AICPA Employee Benefit Plan Audit Quality Center, we have access to comprehensive resources to enhance the quality of your employee benefit ...

Employee Benefit Plan Audits for Mortgage Companies - Richey May

You have a fiduciary responsibility to your participants to manage risk and protect their retirement assets. Our high-touch approach ensures you receive ...

What you need to know about the IRS annual 401(k) audit requirement

Employers and employees receive tax benefits for contributing to a matched 401(k) plan. Employees can build their nest eggs tax-free, while ...

Employee Benefit Plan Audits - Sensiba

A company's size determines its need for a third-party employee benefit plan audit. Generally, a plan is considered a “large” plan and requires an audit when ...

Employee Benefit Plan Audits - Mauldin & Jenkins

A quality audit will help protect the assets and the financial integrity of your employee benefit accounts and enable you to carry out your fiduciary ...

Benefit Plan Audits | ERISA Audits | 401k Audit | KS AR MO

If your business or organization has more than 100 employees and provides an employee benefit plan (EBP), you may be required by the Department of Labor (DOL) ...


Summit Retirement Plan Services, Inc.

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Employee Benefit Plans of Tax-Exempt and Governmental Employers 2019