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EMPLOYEE BENEFIT PLAN AUDITS
AUDITS TO MEET THE DEPARTMENT OF LABOR REQUIREMENTS FOR FORM 5500
BDG-CPAs audits 401(k), 403(b), profit sharing, and defined benefit plans financial statements that are required by the Department of Labor to be filed with IRS Form 5500 for certain plans with over 100 participants. BDG-CPAs audits plans for sponsor clients having fiduciary governance over more than 100,000 participants and $6 billion in plan assets. We have performed over 800 plan audits in the past three decades and have received all unqualified quality control reports under the AICPA.
BDG-CPAs can provide a proposal and quotation in a day or two within about 15 minutes of the RFP prospects time.
THE BDG-CPAs APPROACH:
BDG-CPAs has an exceptionally thorough, highly efficient, client convenient, fee economical audit process. A CPA – Enrolled Actuary is also involved in the audit process, adding value.
Other Employee Benefit Plan Services:
We are flexible in terms of client needs, and offer a wide variety of services:
- Pre-audit assistance for plan sponsors using Big 4 firms, including documentation of internal controls, reconciliations, preliminary testing, and drafting financial statements in accordance with special GAAP and DOL requirements.
- Resolution plans with non-compliance issues. We have extensive experience with a variety of issues and the voluntary compliance programs to resolve. In this connection, we understand how to coordinate with legal counsel.
- In-depth diagnostics of internal controls from three perspectives: financial reporting, efficiency and effectiveness of policies and procedures, and legal compliance monitoring.
BDG-CPAs is an original member of:
