Our 401k Audit Services

Your employees’ retirement security deserves specialized attention

Overview

Our specialized retirement plan auditing ensures regulatory compliance while optimizing the benefits that help your team thrive.

Comprehensive Audit Services

Limited and full-scope audits meeting ERISA and Department of Labor standards
Internal controls assessment and compliance verification

Audit Support & Preparation

Documentation review and organizational support
Best practices guidance for plan sponsors
Timely delivery aligned with Form 5500 filing requirements