Our Services

As an employer, you want to take good care of your people. That’s why your employee benefit plans are so important. A quality audit of your defined contribution, defined benefit, and health and welfare plans does more than mitigate risk as a sponsor and ensure compliance. Employee Benefit Plan audits also help you determine whether the necessary funds will be available to pay retirement, health, and other promised benefits to your employees.

401(k) and 403(b) Plan Services

Defined Benefit Plans

ERISA/DOL Compliance

Financial Reporting & Accounting Expertise

Internal Controls Testing

Planning and Risk Assessment

Substantive Procedures

Our Team

Terri G. McNaughton

Shareholder

Dan Bailey

Principal

Michael W. Boliek

Shareholder

Cindy C. Brams

Shareholder

R. Scott McClelland

Shareholder

Employee Benefit Plan Audits

More Team Members

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Additional Resources

Article

2023 South Carolina Job Tax Credits

Jan 26th, 2023

The South Carolina New Jobs Credit is a valuable incentive that rewards businesses for the creation and maintenance of jobs in our state. The tax…
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Article

2022 Fourth Quarter Accounting and Tax Update

Jan 19th, 2023

In this edition of the quarterly communication, we have provided information about financial reporting and accounting issues – some of which are currently being evaluated…
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Article

European Union Will Implement a Global…

Jan 12th, 2023

In December 2022, the 27 member states of the European Union (EU) unanimously decided to implement a major component of the Organization for Economic Co-operation…
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Contact Our Team

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