News Category: Kim Lyon, CPA

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December 3, 2025

ERISA Covered Employee Benefit Plans Audit Quality

The U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) has completed an assessment of the quality of audit work performed by CPAs with respect to financial statement audits of employee benefit plans covered under the Employee Retirement Income Security … Read more…

Image of Allison Clark, CPA at Jones & Roth CPAs & Business Advisors
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December 1, 2025

Remote Retirement Plan Audits

The business landscape continues to evolve rapidly. Regulations shift, technology evolves, and companies adapt, but one constant remains for many companies: the requirement to have an annual retirement plan audit performed by an independent CPA firm. At Jones & Roth, … Read more…

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January 13, 2025

Finding the Right Audit Firm for your ESOP

There are over 70,000 retirement plans audited in the US by CPA firms every year. The vast majority of these take the form of the traditional 401(k) plan, and over 3,500 audit firms in the US perform these audits. A … Read more…

Image of Evan Dickens, CPA at Jones & Roth CPAs & Business Advisors
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