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


Employee Benefit Plan Audits

Employee Benefit Plan Audits

More Team Members

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Additional Resources


Interplay Between R&D Tax Rules and…

Dec 01st, 2023

By Justin Herp On September 8, 2023, the Internal Revenue Service (IRS) released Notice 2023-63, which provides interim guidance outlining forthcoming proposed regulations under section…
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Strengthening Cybersecurity- Part 3: Peeling…

Nov 15th, 2023

Introduction In this digital age, where data is often more valuable than gold, protecting sensitive information is essential. To achieve robust cybersecurity, it’s crucial to…
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Tax Considerations when Purchasing Aircraft

Nov 09th, 2023

In today’s fast-paced business world, air travel has become a vital tool for executives and entrepreneurs seeking efficiency, flexibility, and accessibility. While owning or leasing…
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