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

CPA
Shareholder
Employee Benefit Plan Specialty Group Leader

Dan Bailey

CPA
Senior Manager

Michael W. Boliek

CPA
Shareholder

Cindy C. Brams

CPA, CVA
Shareholder

R. Scott McClelland

CPA
Shareholder

Employee Benefit Plan Audits

More Team Members

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Additional Resources

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2021 Fourth Quarter Assurance and Tax…

Jan 10th, 2022

Happy New Year! We hope you and your family were able to enjoy the holiday season. We look forward to serving and partnering with you…
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Financial Services 2021 Fourth Quarter Report

Jan 04th, 2022

Happy New Year! We hope you and your family were able to enjoy the holiday season. We look forward to serving you and partnering you…
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Contact Our Team

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