As an employer, you provide your employees with benefit plans in order to help them better secure their financial future. However, administrators and sponsors of these types of plans face a wide array of regulations and compliance challenges. These complex regulations can lead to penalties for irregularities, regardless of error or omission. This is where employee benefit plan audit services can help.

When you choose your employee benefit plan auditing services you need to look for certain attributes – experience, knowledge, efficiency. The professionals of WebsterRogers’ employee benefit plan audit team are employee benefit plan audit specialists and have developed in-depth understanding of the complexities surrounding employee benefit plans. Our dedicated professionals have a broad range of experience and knowledge of plan standards and regulations and will provide you with an efficient and thorough audit. Beyond that, we will provide you with insight on potential opportunities or concerns uncovered during the audit.

Additionally, we have the experience to work with you to help you navigate the complex issues regarding employee benefit plans and assist in the preparation of IRS Form 5500.

Our clients turn to us for help and guidance with the complexities and regulations of employee benefit plans. At WebsterRogers we have the experience and depth of knowledge to meet our clients’ needs.

Employee Benefit Plan Audit Services:

  • Audits of Employee Benefit Plans (defined contribution, defined benefit and health & welfare plans)
  • Assistance of Form 5500 preparation
  • Assistance with DOL letters, requests and/or issues
  • Assistance with prohibited transaction issues
  • Assistance with management of fiduciary responsibilities

Service Group Leader

Robert M. Tilton, CPA

Robert Tilton