Employee Benefit Plan 审计

Many qualified retirement plans must have a yearly 审计 to comply with Department of Labor and ERISA regulations.

Qualified retirement plans filing as large plans with more than 100 participants and those filing as small plans with more than 120 participants are required to have a yearly 审计. Plan trustees have a fiduciary responsibility to ensure that the plan’s assets are handled properly, so the annual 审计 provides important assurance and credibility.

老葡京手机app has a dedicated staff of employee benefit plan 审计ing specialists who are highly experienced and knowledgeable about plan standards and regulations. As members of the American Institute of CPAs’ Employee Benefit Plan 审计 Quality Center, we have timely access to the latest developments and ongoing training in employee benefit plan 审计ing.

Our services include both formal plan 审计s as well as limited scope engagements for:

  • 固定收益计划
  • Defined Contribution Plans
  • 利润分享计划
  • 401 k计划
  • 403 (b)的计划

老葡京手机app Partner Julia Lafferty Serves as Planning Co-Chair for 2022 GWSCPA Employee Benefit Plans Conference

老葡京手机app Partner Julia Lafferty served as the planning committee co-chair for the 2022 Greater Washington Society of CPAs Employee benefit plans conference. She also served as a panelist during the conferences “Ask the Experts” panel, providing her and the other panelists an opportunity to discuss Form 5500 and the purpose of a SOC 审计 report in relation to an employee benefit plan.

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What Clients Have to Say 关于 Our Employee Benefit Plan 审计 Expertise

One valuable aspect of working with 老葡京手机app is the advice and resourcefulness of its professionals throughout periods of transition. 多年来, we’ve experienced changes in leadership, undergone major real estate transactions, and adapted to shifts in accounting standards and practices. 经历这一切, 老葡京手机app has remained a steadfast partner, seamlessly guiding us through these changes and ensuring our financial well-being. 老葡京手机app has been an integral part of the Washington Center’s success story. We look forward to continuing our partnership for many more years to come. – The Washington Center


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