Employee Benefit Plans

Annually, our team of employee benefit plan professionals audit more than 250 plans and prepare review for more than 350 Form 5500 filings. This group has seen and audited every type of plan large and small including those with alternative investments, plans held in a master trust, and terminating plans.

The Employee Retirement Income Security Act (ERISA) audit practice focuses on large plans – those above the approximate 100-eligible participant threshold for filing an audit report with a Plan’s Form 5500 filing with the U.S. Department of Labor (DOL), while our Form 5500 team focuses on plans of all types and sizes for compliance with Form 5500 filing requirements, whether audited or not.

In addition, our team handles due diligence issues with mergers and acquisitions and can help correct issues that otherwise might have gone unnoticed. This review saves you from scrutiny by regulators and protects your plan’s qualified status, not to mention the financial benefits for the sponsor.

Our practice is regularly inspected by the American Institute of Certified Public Accountants (AICPA), the Department of Labor (DOL), and the Public Company Accounting Oversight Board (PCAOB).

 

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Terry Cosand

Audit Partner

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Felix Lozano

Director of Audit | Partner

Other services include: