Employee Benefit Plan Audits
You need a timely audit at a fair price.
BatesCarter can provide exactly what you require.
Employee benefit plans come in all shapes and sizes — simple and complex, large and small. All of these plans must be audited to ensure that they are operating in accordance with the requirements of the various regulatory bodies that oversee them, including ERISA and the Department of Labor.
Selection of a qualified auditor is one of the responsibilities of the plan administrator. It’s an extremely important choice because the firm must be knowledgeable to ensure that the financial statements are properly audited in accordance with generally accepted auditing standards.
Experience Counts.
 At BatesCarter, we are employee benefit plan audit specialists. We perform these types of audits as part of our core business, and we perform them very well. Our firm is a voluntary member of the AICPA Employee Benefit Plan Quality Center, a national initiative that provides us with the tools, education and research to help us meet the challenges of pension, health and welfare and 401(k) and 403(b) plan audits. This membership means we subject ourselves to additional scrutiny so that we can maintain the highest level of quality.
We understand the details of complicated plan documents, benefit payments, participant data and matching contributions. We are trained in audit procedures and disclosure requirements unique to the benefit plan industry.
Excellent Value.
Over the years, we have committed substantial resources to creating an extremely efficient benefit plan audit practice. Our staff knows which questions to ask and where to look for answers. And while each plan is different, we’ve created a streamlined process that produces an effective, quality audit at a very competitive fee.
The bottom line is that we know how to preserve and promote the bond of financial trust that an employee benefit plan creates between employers and employees. We understand the importance of that fiduciary responsibility, and we take steps to protect your assets. Always.
Helpful Tools
For your convenience, we invite you to take advantage of our retirement calculator tools. Or if you would like to speak to one of our professionals please contact us today at (770) 532-9131. We look forward to hearing from you soon.
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