Employee Benefit Plan Audits

Choosing a Firm - Quality is Important

As the person who’s responsible for your company’s employee benefit plan, you have many responsibilities. One of the most important duties of the plan administrator is to hire an independent qualified public accountant.

A quality audit will help protect the assets and the financial integrity of your employee benefit plan and ensure that the necessary funds will be available to pay retirement, health, and other promised benefits to your employees. A quality audit also will help you carry out your legal responsibility to file a complete and accurate annual return/report for your plan each year. Because an incomplete, inadequate, or untimely audit report may result in penalties being assessed against you as the plan’s administrator, selection of an experience and reliable auditor is very important.

BCG & Company specializes in employee benefit plan audits, in addition to handling ERISA compliance issues and accounting requirements of employee benefit plans. Our comprehensive knowledge of complex tax rules and experience managing technical audits has allowed BCG & Company to assist our clients by sorting through complicated situations and creating effective correction strategies.

Our Benefit plan audit services include:

Audits of the various types of employee benefit plans, including:

  • Defined Contribution Plans (i.e. 401k and 403b)
  • Defined Benefit Plans
  • Health and Welfare Plans
  • Employee Stock Ownership Plans (ESOP)
  • Preparation or review of Form 5500 and related schedules
  • Compliance and discrimination testing

Consulting services relating to employee benefit plans, including:

  • Assistance with correction of non-compliance with DOL , ERISA, and IRS rules and regulations
  • Termination / Plan mergers
  • Internal control system analysis

Why Choose BCG & Company for your Employee Benefit Plan Audit?

In addition to having an ERISA specialist on hand and a team of specialized employee benefit audit professionals, the firm is also a member of the AICPAs Employee Benfit Plan Audit Quality Center. That means we have strict professional requirements we must maintain to be a part of the AICPAs program that focuses on quality audits. Because we are not a Big 4 or national firm, we are just the right size to deliver personalized attention to our clients at reasonable rates. Having worked on employee benefit plans since 1986 we have a streamlined process and tenured professionals ready to work with you.

Contact Us

We can take a second look at your audit and your current fees at any time. Ready to work with a benefit plan team that delivers quality audits at reasonable rates? Click here to contact our employee benefit team for additional information. 

1735 Merriman Road Akron Ohio 44313

Phone330-864-6661 (P)

Fax330-864-6918 (F)

About BCG & Company

BCG & Company is a dynamic and growth-oriented, regional certified public accounting and consulting firm, with two affiliates and operating in multiple states.

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