Subscribe to our newsletter for monthly tax tips:

401K Audits

Schedule a Free Consultation Learn About Our Services

401(k) ERISA Audits

Our firm has been providing cost effective audits of employee benefit plans for a diverse client base since 1986. Due to our expertise in 401(k) audits and our cost effective staffing structure, we can significantly reduce your annual audit fees, without compromising the quality or effectiveness of our audit. 

We pride ourselves on retaining the same staff year after year on all our audits, unlike larger firms, who assign inexperienced staff to cover ERISA audits. Our audit services assist you with all of the mandated Department of Labor financial reporting requirements as well as recommendations on ways to improve your retirement plan systems. Our experienced employee benefit plan auditors reduce your administrative time spent gathering data and answering questions. We understand that the effective daily operations of your organization is the key to your success, so we work with your personnel to provide an effective, efficient audit with minimum disruption to your day-to-day operations.

Our firm is committed to keeping up with the latest regulatory, technological and reporting requirements. That is why our firm is one of the charter members of the AICPA's Employee Benefit Plan Audit Quality Center. This center was formed by the American Institute of Certified Public Accountants (AICPA) to promote and improve the quality of employee benefit plan audits. Our firm also participates in the AICPA and Massachusetts Society of Certified Public Accountants (MSCPA) peer review program. Under this program an independent outside CPA firm reviews our 401(k) audits to insure adherence to overall professional standards, testing procedures and financial statement presentations. Once again this shows our dedication in providing top quality service to our clients.