Shareholder
Chris Guidugli, CPA
operational and compliance requirements.
valuable insight about your plan’s
Through an audit, we can provide
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Benefits of a Quality Audit

Our very own Chris Guidugli, CPA and David Neuhaus, CPA share issues associated with plan audits and tips to be prepared in our Employee Benefit Plan Audit Miniseries.

The Benefits of a Quality Audit: A roadmap to guide you through auditing your employee benefits plans (PDF - 6MB) Our latest white paper guides you through how to determine if your benefit plan needs an audit, selecting a quality auditor, and preparing for a successful audit, including common issues found during an audit.

Download the article here:

Effective monitoring of outsourced plan recordkeeping and reporting functions. An employer is required to periodically monitor service organizations to ensure they are property performing the agreed upon services. Download this plan advisory from the AICPA Employee Benefit Plan Audit Quality Center for guidance establishing a documenting a review process.

Benchmarking the Features of a 401(k) plan - CPAs can help businesses make the right decisions with their retirement plans. This article by Journal of Accountancy asks 10 questions to see how sufficiently your plan is being reviewed in all areas.