Our firm provides audit and consulting services to employee benefit plans, including defined benefit pension plans, defined contribution plans (profit sharing, 401(k), thrift and savings, money purchase and stock bonus) and health and welfare benefit plans. We serve large plans covering thousands of participants as well as many smaller plans. Our firm is recognized as an alternative to the National accounting firms in auditing employee benefit plans.

OUR CLIENT SERVICE PHILOSOPHY

Our professionals practicing in this area have extensive experience serving employee benefit plans and are well versed in the myriad of rules and regulations governing such plans, including those issued by the Department of Labor (DOL), Internal Revenue Service (IRS) and the Pension Benefit Guaranty Corporation (PBGC). We work closely with other service providers such as investment managers, custodians, third party administrators, legal counsel and actuaries to ensure a streamlined and cost effective approach to our engagements.

Our services include:

  • Full scope and limited scope audits
  • Form 5500 preparation
  • Consultation concerning DOL or IRS examinations
  • Initial plan audits
  • Plan mergers
  • Frozen or terminating plans
  • Regulatory compliance
  • SEC reporting (Form 11-K)
  • Retirement plan distribution planning
  • Plan selection/alternatives
  • Assistance in selection of service providers (third party administrators, actuaries, etc)
 Whether you require an audit of your plan to meet your reporting responsibility pursuant to the Employee Retirement Income Security Act of 1974 (ERISA), or an independent consultant to assist you in plan selection or to consult with you on plan operational issues, we would welcome the opportunity to present our qualifications to you.

Contacts:
James D. Browne
Stephen R. Yardumian
Richard J. Jastrem

For information on our other services click on the links below:

Accounting and Auditing Services
Tax Services
Consulting Services
Small Business Services
Investment Management