In today’s marketplace, employers who are seeking to hire and retain the best talent must offer attractive and competitive compensation and benefits plans. While these plans offer many perks to employees, the resources needed to comply with the laws and regulations that accompany the administration of such plans can be both significant and overwhelming. However, the risks of not complying can be very costly to the employer.

KatzAbosch is committed to not only overcoming these risks but also to providing the highest quality services possible for our clients. We understand the complexity of performing employee benefit plan audits in this strict regulatory environment. Our dedicated team of professionals possesses the specialized knowledge and experience needed to help ensure compliance with the appropriate standards and changes in regulations that may impact your company’s employee benefit plan and its respective audit.

At KatzAbosch, we are continually committed to enhancing quality initiatives within our employee benefit plan practice and delivering the highest quality services. Our specialized services include:

  • Audits for the following types of plans
    • Single and multiple employer 401(k) plans
    • Employee stock ownership plans (ESOPs)
    • Defined benefit plans
    • Cash balance plans
  • Preparation of and assistance with understanding plan financial statements
  • Preparing Internal Revenue Service (IRS) Form 5500 and summary annual reports
  • Representation before IRS and Department of Labor
  • Assistance with implementation and understanding of new standards
  • Plan advice
    • Assistance with plan corrections
    • Assistance with provider selections

Employee Benefit Plan Audits - contact us to get started

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