Practical Advice
Sharon is the Principal-in-Charge of the Firm's Benefit Plan Audit practice. She focuses on defined benefit and defined contribution plan audits. Her experience includes limited and full scope plan audit including those with an 11K filing. Click here for Sharon's full biography.
For additional information on our benefit plan audit services, click here to contact Sharon.
Employee Benefit Plan Audits
Daszkal Bolton LLP specializes in conducting employee benefit plan audits. We have experience providing limited and full scope plan audits to both private and publicly held plan sponsors. Our firm is PCOAB registered and a member of the AICPA's Employee Benefit Plan Audit Quality Control Center - a voluntary membership that ensures members adhere to best practices in benefit plan audits. Numerous companies across South Florida turn to Daszkal Bolton LLP to audit and provide advice on compliance issues related to their benefit plan. Our dedicated team of has deep experience in this area. As a result, we are able to serve companies with “growing plans” of 100 total participants to “mature plans” with 5,000+ total participants.
Our Benefit Plan Audit Services Include:
- Defined Contribution Plans – including 401(k) plans
- Defined Benefit Plans
- ESOPs
- Single or Multiple Employer Plan
- Limited or Full Scope Audits
- Plans Requiring 11K filings
The Daszkal Bolton LLP Advantage
Our professionals understand the challenges and complexities CFOs, Human Resources and others face each year when managing the plan audit. The retraining of new audit professionals, repeated requests for documentation, poor partner communication and inability to meet agreed upon deadlines are issues that some face. The difficulty of working with many firms is they focus only on the ERISA requirements and spend little time understanding the clients’ perspective. As a result, our firm has developed a ‘client centered’ audit approach focused on delivering a service intensive and minimally invasive audit.
Contact Our Benefit Plan Audit Professionals
Our commitment to the benefit plan audit niche combined with our focused service approach make Daszkal Bolton LLP the firm to consider for your next benefit plan audit. If you have questions or would like or would like to discuss how we can serve your benefit plan audit needs moving forward, click here to contact us.
