Qualified retirement plans filing as large plans with more than100 participants and those filing as small plans with more than 120 participants are required to have a yearly audit. Plan trustees have a fiduciary responsibility to ensure that the plan’s assets are handled properly, so the annual audit provides important assurance and credibility.

At CBM, we have a dedicated staff of employee benefit plan auditing specialists who are highly experienced and knowledgeable about plan standards and regulations. As members of the American Institute of CPAs Employee Benefit Plan Audit Quality Center, we have timely access to the latest developments and ongoing training in employee benefit plan auditing.

Our services include both formal plan audits as well as limited scope engagements for:

• Defined Benefit Plans
• Defined Contribution Plans
• Deferred Savings Plans
• Profit Sharing Plans
• 403(b) Plans