Employee Benefit Plan Audit

Our skilled CPAs are experts in the complicated and ever-changing laws around employee benefit plan audits and ensure administrators stay in compliance.

Employee benefit plans are an essential component of any compensation package, but administration of benefit plans can be burdensome and confusing. These plans have many rules and regulations, and it can be easy to overlook the audit requirements for retirement and health and welfare plans. That’s where the experts at Gelman, Rosenberg & Freedman can help.

There has been a lot of scrutiny surrounding employee benefit plan audits in recent years. The Department of Labor (DOL) has identified an overwhelming number of substandard audits, which can lead to an administrative nightmare for employers. Our highly qualified auditors have the expertise needed to ensure that your benefit plan audit meets all necessary requirements to satisfy the DOL.

Why Choose GRF for Your Benefit Plan Audit

  • Our dedicated team of specialists has performed hundreds of plan audits, including 401(k), 403(b), profit sharing, health and welfare, and defined benefit plans.
  • We are a member of the AICPA Employee Benefit Plan Audit Quality Center. Membership requires us to meet stringent requirements for training and oversight and is a testament to our commitment to audit quality.
  • We provide extensive training to our auditors to ensure our team is armed with the technical skills and expertise to address the unique challenges of benefit plan audits.
  • Our expert team conducts trainings, webinars and seminars to keep employers informed of regulatory issues affecting their plans.
  • We have regular contact with the DOL and the AICPA, so we are able to obtain immediate feedback on matters that require further research.
  • We have relationships with several plan providers, including ERISA attorneys, plan custodians, investment advisors and third-party administrators. As a result, we can provide more efficient engagements and refer expert, reliable services to our clients when needed.
  • If there are any errors in your benefit plan records or documentation, we can help you navigate the compliance issues and correction methods.

Contact Us

Jennifer Arminger, CPA

Nonprofit Audit Partner