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
Principal

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

Article

Financial Services 2022 Second Quarter Report

Jun 29th, 2022

In this quarterly update, we have provided information about financial reporting and accounting issues – some of which are currently being evaluated by regulatory agencies…
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Article

Foreign Tax Credit Rules Get a Makeover that…

Jun 27th, 2022

Background On January 4, 2022, the Treasury and the IRS issued final regulations (“Final Regulations”) that deny a foreign tax credit (“FTC”) for certain foreign…
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Article

IRS Dirty Dozen List for 2022 (plus one…

Jun 24th, 2022

For more than 20 years, the IRS has published an annual list of its “Dirty Dozen” tax scams and potentially abusive tax avoidance arrangements. According…
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Contact Our Team

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