Employee benefit plan audits include pension, health and welfare, and 401(k) plans subject to the Employee Retirement Income Security Act (ERISA) under the regulatory authority of the U.S. Department of Labor (DOL). Hurdling the annual challenge of auditing your benefit plan is most successful when backed by a team of experts who can ensure that these critical filings are completed on time and in compliance with all relevant regulations. RotenbergMeril is where results exceed expectations.
We provide the following services to our employee benefit plan clients:
- Audits of:
- 401(k) plans
- 401(a) and 403(b) plans
- Pension plans
- Health and welfare benefit plans
- Form 5500 review and preparation
- Review and preparation of 11K SEC filings
- Representation in DOL and IRS examinations
By reviewing your plan operations and internal controls we help you improve efficiencies and strengthen your adherence to plan provisions and ERISA regulations. Your human resources and finance teams will be able to focus on other vital business issues. Our continuity of staffing gives you confidence that our team understands your business and can guide you securely through the complex audit process year after year.
As a member of the American Institute of CPAs (AICPA) Employee Benefit Plan Audit Quality Center, RotenbergMeril is committed to adhering to the highest quality standards by voluntarily agreeing to the Center membership requirements. This includes specialized continuing professional education requirements for professionals who audit employee benefit plans and establishing firm quality control programs. Being a PCAOB registered firm also allows us to perform ERISA/DOL required audits for both private and publicly held companies.