EMPLOYEE BENEFITS

Cutting through the complexity

Employee Benefit Plans

One of the most important fiduciary duties of the plan administrator is to hire an independent qualified public accountant. One of the biggest mistakes a plan administrator can make is to hire an accountant with the wrong expertise. A quality audit protects the financial integrity of the plan and provides an independent, third-party report to participants, plan management, and the DOL that indicates whether the plan’s financial statements provide reliable information to assess the plan’s present and future ability to pay benefits.

The legislation and accounting rules for employee benefit plans are unique and complex. At TDHCD, our team of experienced professionals are trained and are continually expanding their professional education to remain up-to-date with the specialized accounting, tax, and compliance requirements for qualified employee benefit plans. We have the tools available to provide consulting and researching services based on current legislation from the IRS, DOL, and any other regulatory body that may have an impact on your employee benefit plan.

We will provide you the comfort in knowing your employee benefit audit is complete, accurate, and meets the highest level of performance as required by the AICPA.

OUR SERVICES

  • Audits of defined contribution plans

  • Audits of defined benefit plans

  • Agreed upon procedures

  • Department of Labor (DOL) full scope audits

  • Department of Labor (DOL) limited
    scope audits

  • Consultation on plan administration and compliance issues

  • Form 5500 preparation and filing as required by the IRS and DOL

Schedule a consultation to discuss
your employee benefit needs and solutions.

1.800.656.4332

CPA - America Counts on CPAs