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EMPLOYEE BENEFIT PLAN AUDITS AND RELATED SERVICES

From 401(k) plans to 403(b) plans, employee benefit plans can vary from simple to complex.  For not-for-profit organizations, employee benefit plans are subject to annual audit requirements if there are more than 100 plan participants.

ORBA’s dedicated professionals specialize in performing annual employee benefit plan audits. In addition to audit services and preparing annual Form 5500s, we also consult with clients on plan design, benefit enhancements and operational optimization; how to comply with Internal Revenue Service and U.S. Department of Labor requirements; and how to implement industry-standard best practices.