Employee Benefit Plans

Efficient Virtual Audits To Maintain Compliance

Efficient And Quality Audits To Maintain Your Plan’s Compliance

401(k) plans are a great way to encourage and incentivize employees to save for their futures, but maintaining compliance with the rules takes considerable time and effort. We understand that going through a 401(k) audit sounds painful and intensive. We have a dedicated team of auditors with decades of experience who are ready to help take the stress out of the 401(k) audit process. Our process is designed to clearly communicate the information required, and we’re available to help along the way. Our team keeps up on the latest rules and regulations pertaining to your plan, and we’ll make suggestions if anything comes up.

Do I Need A Benefit Plan Audit?

The Department of Labor requires audits for “large plans” which also must file the long version of Form 5500. If your plan has never been audited, it will require an audit once the plan reaches 121 or more participants at the beginning of the plan year. We can help confirm whether your plan needs an audit and discuss your options. Plan audits start at $8,500 per year but can vary depending on size and complexity.

Ready For A Quote?

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TAKE QUESTIONNAIRE TO RECEIVE A QUOTE

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SCHEDULE AN APPOINTMENT TO DISCUSS YOUR OPTIONS

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COMPLETE AN EFFICIENT AUDIT

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