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Employee Benefit Plan Audit

Many qualified retirement plans must have a yearly audit to comply with Department of Labor and ERISA regulations.

Qualified retirement plans filing as large plans with more than 100 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.

CBM has 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
  • Profit Sharing Plans
  • 401k Plans
  • 403(b) Plans

CBM Partner Julia Lafferty Serves as Planning Co-Chair for 2022 GWSCPA Employee Benefit Plans Conference

CBM Partner Julia Lafferty served as the planning committee co-chair for the 2022 Greater Washington Society of CPAs Employee benefit plans conference. She also served as a panelist during the conferences “Ask the Experts” panel, providing her and the other panelists an opportunity to discuss Form 5500 and the purpose of a SOC audit report in relation to an employee benefit plan.

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