Employee Benefit Plan Audits

WHAT IS IT?

Our employee benefit plan audit team here in Orlando has the experience, credibility, and knowledge to help you successfully manage your employee benefit plan and have an efficient, low-stress, and no-surprises audit experience. In fact, we are so confident in our services that our goal is not to just provide you a smooth employee benefit plan audit experience, but to ultimately add value to your company. We don’t just produce an audit report; we provide you with an invaluable independent review and insight of your company’s employee benefits so you can use our input to better your business.

NOT THE SAME

Employee benefit plan audits differ significantly from audits of other types of entities; they are not only subject to peer review but are also subject to inspection by the Department of Labor (DOL). This makes it very important that you conduct an employee benefits audit in accordance with generally accepted audit standards as well as all DOL rules and regulations. In addition, the DOL requires an annual audit of all employee benefit plans (with 100 or more eligible participants) – this includes 401K and 403b plans as well as ESOPs! Our solid understanding and knowledge of the GAAP and ERISA requirements allows us to confidently help you navigate and mitigate and risks in your business as well as ensure that you are adhering to all regulatory requirements. We help you fill out your Form 5500 correctly and accurately and keep you updated with the latest developments that may impact your employee benefit plans and its respective audits.

Protect Your Business

Our quality employee benefit plan audit helps protect your assets and preserves the financial integrity of your employee benefits plan. We value honesty, reliability, and fulfilling promises and want to make sure that you are able to reflect the honorable professionalism that your business is built on. That is why our employee benefit plan audit will ensure that necessary funds will be available to pay retirement, health, and other promised benefits to your employees.

Carry Out Your Legal Responsibility Accurately

You must file a complete and accurate annual return/report for your employee benefit plan each year. An incomplete, inadequate, or untimely audit report can result in costly and damaging penalties against you as the plan’s administrator. An employee benefit plan audit from Gregory, Roman & Associates means that you don’t have to ever worry about any of these things because we do it right every time.

Set Your Business Up for Success

Our audits not only safeguard against fraud and abuse but recommends areas of improvement and keeps you updated with the constant changes in the employee benefit plan field.

How important is for you to trust your accountant?

Make sure to see what others are saying about us