Audit and Assurance Services for Employee Benefit Plans

PRIMARY CONTACTS: Michael Renzelman CPA (Columbus), Jeanne Barrett CPA (Pittsburgh)

We apply the experience of more than 60 years in practice to the audit and assurance needs of employee benefit plans.  Our diverse Employee Benefit Plan practice dictates that we perform audits in accordance with generally accepted auditing standards for compliance with the Department of Labor’s (DOL) Rules and Regulations for Reporting and Disclosure under the Employee Retirement Income Security Act (ERISA) for:

  • Defined contribution plans, including 401(k) and 403(b) plans, profit sharing plans and 11-K filings
  • Defined benefit plans, including pension plans and cash balance plans
  • Health and welfare plans
  • Employee stock ownership plans

We have been a member of the American Institute for Certified Public Accountants (AICPA) Employee Benefit Plan Audit Quality Center (EBPAQC) since its inception.  As a member of the EBPAQC, we are required to have a designated ERISA partner, quality control process, annual internal inspections of employee benefit plans and a public peer review report.  Additionally, we have a firm-wide employee benefit plan training program, providing specialized training to all professional staff within the firm to stay current on ERISA, DOL, and Internal Revenue Service rules and regulations.

We are committed to superior quality and responsive and efficient service.  Our expertise in serving employee benefit plans enables us to provide timely, well-researched answers to your most important questions and to accurately address your needs with a solid foundation of knowledge that only experience can provide.  We focus on understanding the technical aspects of the plans, and we combine this focus with the judgement and extensive experience of our professionals in auditing employee benefit plans.

We are members of the Center for Public Company Audit Firms and the Private Companies Practice Section of the AICPA’s Division of Firms, which requires mandatory continuing education for all members of the professional staff and a triennial peer review of a firm’s quality control system in its practice of public accounting. 

We are registered with the Public Company Accounting Oversight Board, committing the firm to the highest standards of the profession and enabling us to deliver audit services to SEC registrants.