Employee Benefit Plan Audit services

Employee Benefit Plan Audit Services

Common Business Valuation Strategies and their Applications

The Importance of an Oversight Committee for Employer-Sponsored Retirement Plans

Written by, Morganne E. CraigSenior Accountant, HBE LLP Employer-sponsored retirement plans, such as 401(k) and pension plans, are fundamental to the financial security of...

Are You Maximizing Your Contributions to Your Employer Sponsored Retirement Account?

Written byTanner A. Weir, CPA Senior Accountant, HBE LLPWe all know that we should contribute toward an employer-sponsored retirement account, but are you maximizing your...

Understanding SECURE 2.0: Key Provisions and Timelines for Retirement Plans

Written by, Emily E. Arrigo, CPAAssurance ManagerOn December 29, 2022, the President signed SECURE 2.0 as a part of the year-end appropriations bill. The act was created to...

HSA Contribution Limits Set to Increase in 2024

The IRS annually evaluates limits and thresholds for various benefits and provides increases, as needed, to keep pace with inflation. The health savings account (HSA)...

Plan Sponsor Alert: DOL Enforcement Activity Expected to Increase in 2023

In 2022, the Employee Benefits Security Administration (EBSA) saw a significant decrease in enforcement actions for the second consecutive year. In total, the EBSA recovered...

Collective Investment Trust — What Plan Sponsors Need to Know

Collective investment trusts (CITs) comprise nearly half of all assets in target date funds and are on track to surpass mutual funds as the most popular investment in that...

Retirement Savings Provisions You Should Know: The Secure 2.0 Act

Written byNiki L. Stehlik, CPADirector, Assurance  January 23, 2023 -- President Biden signed the Setting Every Community Up for Retirement Enhancement 2.0 Act (SECURE 2.0)...

IRS New Pilot Inspection Program for Retirement Plans

By Niki Stehlik,ManagerIn June 2022, the IRS began sending notices to retirement plan sponsors for examination of their employee retirement plans. This new inspection...

DOL Issues Cybersecurity Guidance for Retirement Plans

        The Department of Labor (DOL) outlined a range of practices for combatting the growing threat of cybercrime to ERISA-covered retirement plans....

Saver’s Credit: A Valuable Tool for Boosting Low-income Employees’ Retirement Plan Participation

SAVER’S CREDIT: A VALUABLE TOOL FOR BOOSTING LOW-INCOME EMPLOYEES’ RETIREMENT PLAN PARTICIPATIONBy Ellyn Bess and Beth Garner Plan sponsors often struggle to get lower-paid...

HBE is a member of the AICPA’s Employee Benefit Plan Audit Quality Center (EBPAQC). Our membership ensures quality of all employee beneift plan services and audits we perform. HBE’s employee benefit plan professionals participate in focused training which enables us to stay ahead of the ever-changing regulatory and compliance environment, and to deliver on our promise to meet and exceed the highest standards. We provide services for a range of clients, from growth companies requiring first time plan audits to companies with multiple locations or those with multi-employer plans.

Our tailored and efficient approach allows us to gain a thorough understanding of your expectations and deadlines, which may be different from regulatory deadlines. We maintain open lines of communication and are always available to discuss current matters affecting your plan.

  • Over 50 years of combined experience in performing benefit plan audits.
  • Over $270 million in benefit plan assets audited annually.
  • Solid understanding of the needs and concerns of benefit plan sponsors.
  • Distinct record of providing high quality work.

Our Experience:

  • 401(k) & 403(b) Plans
  • Profit-Sharing Plans
  • Full-Scope & Limited-Scope Audits
  • Complex & Alternative Investments
  • Initial Audits
  • DOL & IRS Investigation Assistance
  • ERISA Compliance Matters
  • Form 5500 Filings

For further information on our employee benefit plan audit services, please contact us today at 402.423.4343.