SFC performs over 50 employee benefit plan audits each year. The size and scope of our employee benefit plan clients varies greatly, and all of the individuals at our firm have experience working with clients in the employee benefit plan sector. We perform services for traditional 401k plans, money purchase plans, pension plans, health and welfare plans, 403(b) plans and fringe benefit plans.
In addition to performing audit services, we prepare Form 5500, Form 5330 and other benefit plan-related tax forms. We also represent our clients on regulatory and compliance issues with the IRS and DOL. We stay up-to-date on the latest issues surrounding employee benefit plans by attending the annual national AICPA Audits of Employee Benefit Plans Conference. Our partners also teach CPE courses and seminars related to compliance and regulatory issues surrounding employee benefit plans. Our firm is a member of the AICPA Employee Benefit Plan Audit Quality Center.
Employee Benefit Plan Services
- Full-scope audits
- DOL Limited Scope audits
- 403(b) audits
- Preparation of Form 5500
- Preparation of Form 5330
- Consulting on regulatory and compliance issues
- DOL and IRS representation
