Employee Benefit Plan Audit
Maintaining Compliance and Maximizing Operations
Our commitment to our clients is year-round.
The result is a low-turnover rate of professionals who are subject experts. CSH is one of the top 30 employee benefit plan audit firms nationwide. Unlike other public accounting firms, who view employee benefit plan projects as “filler” work or training camp for junior auditors, CSH has a critical mass of seasoned accountants who perform benefit plan work as their primary specialty area and participate in a minimum of eight hours of EBPA training annually.
The Types of Plan Audits We Perform Include
Defined contribution, including 401(k), 403(b), & ESOP plans
Defined benefit plans, including cash balance plans
Health & welfare plans
11-K audits
Single & multi-employer
Better Partnerships Produce Better Results
The process begins with the assignment of an engagement team experienced with auditing employee benefit plans. Because our dedicated professionals utilize a proven protocol designed to ease transitions, your staff is not continuously pulled off task to help us with the audit.
Our Structured Audit Approach Includes
Meeting with key employees to understand your employee benefit plan operations
Contacting and working with the plan administrator to request essential items
Developing an audit plan to meet your specific schedule & filing requirements
Conducting the audit on-site or remotely with regular check-ins to enhance communications & efficiency
Identifying any regulatory & fiduciary issues to discuss with your management & plan governance
Technical expertise aside, CSH is committed to providing the best client service of any firm — period. Because we believe better relationships produce better results, we train our professionals to deliver highly-valued client experiences. And it shows. Our client satisfaction ratings are 45% higher than the industry average.
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