As Employee Benefit Plan (EBP) regulations change and compliance requirements become more complex, EBP administrators and fiduciaries need assurance that their EBP audits are being properly performed and reported. Whether you have a 401(k), profit sharing, pension, health & welfare or 403(b) plan, you need an experienced and dependable audit team that can guarantee your annual financial reporting to the Internal Revenue Service (IRS) and Department of Labor (DOL) is within regulations.
As part of our commitment to the EBP industry, Stone Carlie is a member of the American Institute of Certified Public Accountants’ (AICPA) Employee Benefit Plan Audit Quality Center which allows our team access to additional auditing tools and training. Membership also ensures that our processes and procedures comply with applicable professional standards, rules and regulations. In addition, our team members receive comprehensive training related to the EBP industry.
Our experienced EBP auditors can provide you with:
- DOL Limited Scope Audits for:
- Defined Contribution Plans Including 401(k), 403(b) & Profit Sharing
- Defined Benefit Plans Including Pension Plans
- Health & Welfare Plans
- Full Scope Audits for:
- Defined Contribution Plans Including 401(k), 403(b) & Profit Sharing
- Defined Benefit Plans Including Pension Plans
- Health & Welfare Plans
- Preparation of Form 5500
- General Consulting Related to EBP Compliance
Our team’s in-depth knowledge, experience and outstanding service give clients the insights and opportunities they can rely on. Our clients ask for and deserve an efficient and effective audit that will stand up to any IRS or DOL scrutiny.