401k Audits

Your active and retired employees and the beneficiaries of any deceased employees rely on their 401k for planning their future. As a business owner, you want to provide a fair plan that is compliant with all federal regulations and requirements.  That’s where we can help.

During an audit, our team will work with you to identify and confirm that all eligible employees have the same opportunity to participate, that assets of the plan are fairly valued, we’ll check that contributions to the plan have been made in a timely manner and that benefit payments are made according to the terms of the plan. You’re looking out for the people that work to build your company and we’re looking out for you.