Audit

What we also offer to both for-profit and not-for-profit organizations is employee benefit plan audits – 401(k) and 403(b) – to help meet ERISA and Department of Labor requirements. If you are looking for an objective, third party review of your current plan, we can make recommendations to maximize your benefits provided by your plan, minimize the cost of maintaining the plan, or provide outside plan administration referrals for a comprehensive review of your current plan.

Our team works with your management and Board of Directors to clarify the audit process and emphasize the importance of internal controls. Our audits typically identify areas where processes and operations may be improved, which we then communicate to management as a part of our audit process.

Do you have an RFP to share? Send us your information for a prompt, no-obligation quote.