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 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 plan sponsors 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:
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Defined Contribution Plans – including 401(k) and profit sharing plans
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Defined Benefit Plans
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ESOPs
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Assistance to 403(b) plan sponsors preparing filings and conducting initial audit work
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Single or Multiple Employer Plans
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Limited or Full Scope Audits
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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 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.
Benefit Plan Audit Resources
Click the link below to review our benefit plan audit resources
Articles
Brochures
Additional Resources
Benefit Plan Audit Contacts:
Daszkal Bolton LLP is South Florida's (FL) leading certified public accounting firm. Daszkal Bolton LLP provides audit, tax and consulting services to emerging and middle market private and public (SEC) companies in Miami, Fort Lauderdale, and West Palm Beach, Florida and Broward, Miami-Dade and Palm Beach Counties. Daszkal Bolton LLP has vast expertise and the resources to help your business expand locally, domestically and internationally.
Serving: South Florida (South Fl) Boca Raton, Sunrise, Jupiter, Fort Lauderdale, Miami, West Palm Beach, Pompano, Port St. Lucie, Deerfield, Boynton Beach , Delray Beach, Miramar, Coral Springs, Cooper City, Pembroke Pines, Tamarac, Coconut Creek, Weston, Miami Lakes, Palm Beach Gardens, Wellington, Hollywood, Plantation, Lauderhill
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