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, our team of retirement plan audit specialists performs over 90 retirement plan and benefit plan audits each year for clients across the Pacific Northwest. These plans range from smaller single-employer plans just over the audit requirement threshold, to larger single or multiple-employer plans of varying complexity. The sponsors of these plans operate in a variety of industries such as healthcare and not-for-profit organizations as well as credit unions, manufacturing, and professional services. Over the years, our team has fined tuned the audit process to ensure a straightforward, efficient, and stress-free experience for our clients.

Here’s how we make it easy:

• Secure file sharing: Each client gets a dedicated portal to securely upload and exchange documents.
• Clear communication: We use video conferencing to communicate with your team and can tailor the communications to fit your needs! This can include an audit kick-off meeting, regular progress check-ins, and a wrap-up meeting in order to keep your team updated and informed through the entire audit.
• Experienced team: Our audit team consists of many highly experienced plan auditors who know retirement plans inside and out, so you can trust the process to be as smooth and efficient as possible. You won’t have to train our staff!

While we truly enjoy meeting our clients in person and working onsite at their offices, remote retirement plan audits have proven to be a practical and flexible option for many companies.  If you have questions or would like to discuss our retirement plan audit approach, please contact us.