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Employee Benefit Plan Audits

Employee Benefit Plan Audits

Navigating the shifting employee plan benefit audit landscape.

Auditing employee benefit plans is a specific service that requires specialized experience and knowledge. We leverage our extensive knowledge to perform timely, accurate audits that take into account the changing rules and regulations from the Department of Labor, Internal Revenue Service and other regulatory authorities.

Our employee benefit audits are staffed and supervised by experienced benefit plan auditors with extensive ERISA knowledge.

Employee Benefit Plan Audit Approach

Our approach to audits focus on three core principles:

  1. Communication: We maintain an open line of communications throughout the audit process to smooth planning and organization.
  2. Technical Experience: We help you understand the audit and compliance requirements related to your individual circumstances.
  3. Project Management: We work with you and your plan service providers to coordinate all phases of the plan audit.

We have extensive knowledge of audit and filing requirements – including full-scope and limited-scope – and have significant experience with a variety of plans, including:

  • Defined contribution (401(k), 403(b)-profit sharing, ESOP)
  • Defined benefit (pension, cash balance)
  • Health and Welfare
Interested in our services?

At PDR CPAs, we leverage our 40+ years of industry expertise to help you keep your finances strong and your business moving forward.

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