SERVICES

Services provided to corporate plan sponsors

Services provided to certified public accounting firms

Services provided to corporate plan sponsors

Audited financial statements for the following types of plans:

Single and multiple employer 401(k) plans
Employee stock ownership plans (ESOPs)

Internal control review and advice regarding:

DOL & IRS Operational Errors
Potential for fraud
Inefficiencies in workflow
Preparation of plan financial statements and other audit preparation assistance
Assistance with DOL and IRS audits

Services provided to 403(b) plan sponsors

Services provided to certified public accounting firms

Services provided to corporate plan sponsors

Audited financial statements

Internal control review and advice regarding:

DOL & IRS Operational Errors
Potential for fraud
Inefficiencies in workflow
Preparation of plan financial statements and other audit preparation assistance
Assistance with DOL and IRS audits

Services provided to certified public accounting firms

Services provided to certified public accounting firms

Services provided to certified public accounting firms

Management of employee benefit plan audits using CPA firm staffing and technology

Consultation on employee benefit plan issues

Preparation of plan financial statements and other audit preparation assistance for firm clients