Employee Benefit Plan Audits
SG&C—a second-generation CPA and advisory firm--has worked hand-in-hand and shoulder-to-shoulder with our clients help them grow personally and professionally. We have served and/or continue to serve hundreds of employee benefit plans of all sizes.
Flexible fee structures including fixed fees, if desired
Cost-effective, quality audits
Advanced scheduling to ensure a smooth and minimally disruptive audit, keeping your staff productive and management focused on the business at hand
Access to our core capability and passion, that being to act in an advisory relationship that results in SG&C being a true partner in your growth.
Qualified Plan Audits Full Scope & DOL Limited Scope
Defined Contribution & Defined Benefit Plans
Health & Welfare Plans
Plans with Required SEC Filings (Form 11-K)
401(k) & 403(b) Plans
Pension & Profit-Sharing Plans
ERISA Reporting and Disclosure
Financial Statements
Footnotes
Supplemental Schedules
Review and/or Preparation of Forms
IRS Form 5500
IRS Form 990
LM-2
Interaction/Correspondence with the IRS or DOL
Consultation on all Plan Types Including Reporting and Filing Requirements
Short Plan Years
Plan Mergers, Terminations and Extensions
Initial Plan Audits
ERISA and Related Regulations
Party-in-Interest Transactions
Prohibited Transactions
Minimum Funding Standards
Audit Exemption
Special Situations
Single & Multi-Employer Benefit Plans
Medical Plans
Labor Unions
Vacation, Education & Training Plans
Fair Share Reports
Agreed-Upon Procedure Engagements
Payroll Compliance Audits
So achieve the peace of mind you need to run your business. Mitigate potential issues with SG&C’s Employee Benefits Audit service. Contact us anytime for a free, no obligation, 100% free consultation.