We have broad expertise in the preparation and review of EBP financial statements, footnotes and supplemental schedules that are requested by your auditor and required to be filed with the Form 5500.
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Audit Preparation
Not sure what the auditor needs? Whether it is your EBP auditor or a regulator, let us assist you in understanding, preparing, and providing the requested documentation!
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Fiduciary Compliance
As a fiduciary to the plan, did you know you could be held personally liable? Let’s discuss your responsibilities and steps to mitigate your risk.
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Plan Operational Compliance
We can assist in identifying and mitigating operational errors. Ask us how!
