Employee Benefit Plan Audit Services

Managing the details of your Employee Benefit Plan requires a team of specialists with very specific knowledge and expertise. As the largest locally-owned firm in Lincoln, we can offer the experience you need.

Benefits We Provide:

For more than fifteen years, we have provided services to plans with over $50 million in assets. Our commitment to quality is demonstrated by our membership in the Employee Benefit Plan Audit Quality Center (AICPA). This is a voluntary commitment for firms that audit employee benefit plans. We perform a significant array of other income tax and financial planning work, and we can apply this background in assisting you beyond your employee benefit plan compliance needs.

Services We Provide:

  • ERISA Audits
  • Tax return preparation (Form 5500; Summary Annual Reports)
  • Agreed-upon procedures related to fraud
  • Internal control policies creation and revision
  • Legislative and regulatory changes consultation
  • Department of Labor / Internal Revenue Service audit assistance

For further information on our Employee Benefit Plan niche services please contact us today at 402.423.4343.