Your connection to benefit plan peace of mind
Making sure your employee benefit plan complies with the latest IRS, DOL, ERISA and other governmental rules and regulations is absolutely essential to avoiding penalties and possible disqualification. In fact, if your company has grown rapidly over the past several years, you may not even realize that your plan is now subject to an audit. Achieving and maintaining compliance can be tricky for those not familiar with the intricacies of the various governmental authorities involved in regulating employee benefit plans.
This is where our benefit plan audit team shines. Our professionals have the training and experience it takes to not only perform comprehensive plan audits, but also to advise you about any steps required to meet your fiduciary responsibilities and keep your plan on the good side of the IRS.
As a member of the American Institute of CPAs Employee Benefit Plan Audit Quality Center, we are committed to adhering to the highest quality standards by voluntarily agreeing to the Center membership requirements, which include designating a partner responsible for our employee benefit plan audit practice, establishing quality control programs, performing annual internal inspection procedures and making our peer review report findings publicly available.
We provide services related to defined benefit plans and defined contribution plans (including 401(k), plans), as well as health and welfare plans for single and multi-employer plans. Our services include:
- Preparation of financial statements
- Filing of Forms 5500 / 990
- Review of internal controls
- Consulting on plan design and operation
- Assistance with voluntary correction program (VCP) filings
To connect with greater peace of mind about your employee benefit plan, contact Karyn Lowrey, CPA, at 678-741-2541 or klowrey@bspj.com, for audit services you can rely on.