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


Dan Bailey


Michael W. Boliek


Cindy C. Brams


R. Scott McClelland


Employee Benefit Plan Audits

More Team Members

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Additional Resources


Financial Services Third Quarter Update

Sep 29th, 2022

In this edition of the quarterly communication, we have provided information about financial reporting and accounting issues impacting financial institutions – some of which are…
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Inflation Reduction Act expands valuable R&D…

Sep 28th, 2022

When President Biden signed the Inflation Reduction Act into law in August, most of the headlines covered the law’s climate change and health care provisions.…
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Real Estate and Construction Industries…

Sep 28th, 2022

Throughout 2022, economists and financial analysts from around the country have sounded the recession alarm. Nearly fifteen years after the Great Recession of 2008, the…
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Contact Our Team

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