The Pacific Northwest’s Leading Retirement Plan Audit Team

Performing 90+ audits every year for retirement plan sponsors

Image of retirement plan auditor working on a remote audit

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


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.
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