Assurance Services: Single Employer Plans
Plan sponsors face increased responsibilities as well as scrutiny from participants and regulators. Your plan auditor needs significant industry experience and an audit approach that fits your needs.
|
Our goal is to perform a quality ERISA audit while assisting management to improve plan operations and stay abreast of current industry developments. LarsonAllen has been providing assurance services to retirement plans for over 30 years. Our firm is a member of the Employee Benefit Plan Audit Quality Center of the AICPA. Our services go beyond providing an audit of the financial statements. Our industry knowledge allows us to share recommendations to improve the administration of the plan.
We provide the following services:
- Full-scope and limited-scope financial statement audits of plans, including, but not limited to:
- Health and Welfare
- Defined Benefit
- Defined Contribution
- Communication of our recommendations through a management letter and attendance at trustee or audit committee meetings
- Department of Labor and Internal Revenue Service audits or correction programs
- Reviews to monitor compliance with legislative and regulatory requirements
- Preparation of Form 5500 and Summary Annual Report
- Preparation of Form 5330, Excise Tax Return
- Preparation of Form 990
|
Share this with a friend