RETIREMENT PLAN AUDITS
The Pacific Northwest’s Leading Retirement Plan Audit Team
Performing 90+ audits every year for retirement plan sponsors
Plan Sponsors look to us to provide:
- A structured service plan for a fully-guided, stress-free experience
- Lightning-fast turnaround for guaranteed on-time delivery
- Coordination and communication with their TPA for efficient project management
- Specialized remote workflow with minimal disruption to their operations
Our Services
- 401(k) Plans
- 403(b) Plans
- Defined Benefit Plans
- ESOP (Leveraged / Non-Leveraged)
- Profit-Sharing Plans
- Self-Directed Accounts
- Alternative Investments
Qualifications
Our retirement plan auditors are highly qualified specialists
We perform over 90+ retirement plans each year and work with all sizes of plans, from as small as 100 participants to as large as 14,000.
We are a member of the American Institute of Certified Public Accountants Employee Benefit Plan Audit Quality Center.
We enjoy an excellent reputation for our cooperative relationships with the Third Party Administrator (TPA) community throughout the Pacific Northwest.
How We Work With You
We have developed a streamlined process throughout the 90+ retirement plans that we audit each year.
We work directly with the third party administrator to access the data required. We perform testing of payroll, census, and contribution data from your internal payroll system.
Our goal is to complete the plan audit process in a timely and efficient manner, minimizing disruptions to your staff.
Retirement Plan Audit News
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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… Read more
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Retirement Plan Audits Performed Remotely
The world has become a much more complicated place for businesses of all types with the events of the first… Read more
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The Importance of Hiring a Quality Employee Benefit Plan Auditor
When an organization moves from having a small retirement plan to a large one, the Employee Retirement Income Security Act… Read more
