Sound advice, timely responses, and swift resolutions.

The rules governing benefit plan compliance have grown increasingly complex, putting your company at risk for costly audit mistakes. Our Employee Benefit Plan Audit team offers sound guidance, timely responses, and a deep understanding of the compliance and reporting requirements of the Employee Retirement Income Security Act (ERISA).

Highlights of our dedicated team of professionals:

  • Our team has conducted hundreds of ERISA audits including 401(k), 401(a), 403(b), defined benefit, cash balance, ESOP, and health and welfare plans
  • Successfully passed the Department of Labor Audit Review
  • Extensive experience with plan audits ranging from 100 to over 10,000 participants and plan assets exceeding $500 million
  • Voluntary membership in the AICPA Employee Benefit Plan Audit Quality Center

Choosing a qualified firm to perform your ERISA audit is imperative if you want to safeguard your plan’s assets. We are able to offer you the “best of both worlds” with our extensive in-house expertise and direct access to national technical resources when needed through our membership in the BDO Alliance USA.

Nikki Hoffman, CPA - Stambaugh Ness Contact Nikki Hoffman, CPA

Principal – Employee Benefit Plan Audit Group