401(k), 403(b), and Profit Sharing Audit
We are committed to helping you meet your ERISA audit requirements and pass your Department of Labor inspections.
401(k), 403(b), and Profit Sharing audits are highly scrutinized by the Department of Labor and peer reviewers. We have Employee Benefit Plan (EBP) dedicated professionals who specialize in specific trust companies that will ensure that your plan audit meets professional standards and that your audit process will be a seamless as possible.
Adam Lilling, CPA, CFA is a former chair of the New York State Society of CPA’s Employee Benefits Committee, is a regular speaker at the NYSSCPA’s EBP Conference, has spoken at the NYSSCPA Auditing Standards Conference, and has authored several EBP articles including ones published in CFO Magazine and the CPA Journal.
Our staff has mandatory EBP training and is experienced in all types of Defined Contribution plans, full and limited scope audits, and works with dozens of trust companies, insurance companies, banks, and third-party administrators.
We are a member of the AICPA Employee Benefit Plan Audit Quality Center (EBPAQC) and work regularly with the Department of Labor.
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Our Employee Benefit Plan insights have been published by CFO Magazine, the CPA Journal, and other leading business publications.
