Many CPA firms audit employee benefit plans, but few truly specialize in this complex and highly regulated area. Our clients benefit by having a team of dedicated and experienced professionals who specialize in this industry.
We audit more than 500 plans a year with over $25 billion in net assets, putting our practice in the Top 25 in the U.S.
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We Know Where the Risk Is
Smaller plans that don’t require an independent audit are likely to have errors and compliance issues that can lead to costly corrections. We perform customized procedures to target the areas most likely to have errors and fiduciary risk, so you can correct them before the regulators, or litigators, come calling. The depth of our experience runs across our entire firm, including:
Above and Beyond Traditional Audit
Beyond traditional benefit plan audits, we can also assist in the following areas:
Defined benefit plans
Form 5500 preparation
Health and welfare plans
Bonadio Recognized as a Leading Expert
Decades of Specialization Show Why We’re the Best Choice for You.
Founding member of the AICPA Employee Benefit Plan Audit Quality Center
Member of the AICPA Center for Public Company Audit Firms
Nationally recognized experts who host webinars and serve on expert panels
Our teams correspond directly with your service providers to minimize disruption to your staff