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Employee Benefit Plan Audits

Audits of employee benefit plans involve more than just a review of plan assets. Well-designed audits also take an in-depth look at your plan’s compliance with key laws, such as the Employee Retirement Income Security Act of 1974, as well as provide information to help trustees and plan administrators understand their fiduciary responsibilities. That’s why many Inland Empire companies choose Soren McAdam to help them stay in step with all regulatory requirements while meeting their fiduciary responsibilities.

As a member of the AICPA’s Employee Benefit Plan Audit Quality Center, we are required to maintain high quality benefit plan audit services, obtain specific levels of continuing education and submit benefit plan audits in a peer review process. We audit a range of employee benefit plans, including defined benefit plans, defined contribution plans (such as 401(k) and 403(b) plans), profit-sharing plans and other benefit programs. At the end of each audit, we provide actionable recommendations that help clients fine-tune internal procedures, saving time and money.      

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Contact Us

If you’re ready to work with a benefits partner who knows your name as well as your industry, contact Alexis Hundley at 909-798-2222. Our client-focused team will execute a proven audit approach to deliver a timely audit of your company’s benefit plan.