Employee Benefit Plan Audit
We help meet your employee benefit plan’s annual audit and filing requirements, and work to protect the plan’s integrity.
Employee Benefit Plan Audit
What makes us different
We’ve been a member of the Employee Benefit Plan Audit Quality Center (EBPAQC) for CPA firms since its inception. Under the direction of the AICPA, this Center is a national community of CPA firms that demonstrate a commitment to employee benefit plan audit quality and raises awareness about the importance of employee benefit plan audits.
Our highly specialized employee benefit plan auditors understand the challenges plan sponsors face and share their knowledge and insight with you throughout the engagement. We recognize the importance of effectively establishing and operating a plan within a stringent regulatory environment.
Our experience includes more than 2,000 annual audits of:
Defined contribution plans
- 401(k) plans
- 403(b) plans
- Health and welfare benefit plans
- Money purchase pension plans
- Multiple employer plans
- Profit sharing plans
Defined benefit plans
- Cash balance plans
- Health plans and welfare plans
- Multiple employer plans
- Pension plans
How we can help
Our goal is to help you successfully manage your employee benefit plan and have an efficient, low-stress and no-surprises audit experience. Discover how your organization can benefit from our broad knowledge and experience.
- Audit, accounting and tax services (such as Form 5500, Form 990, Form 990-T, Form 5330, Form 8955-SSA)
- Evaluating compliance
- Reviewing fiduciary responsibilities
- Developing best practices
- Internal control processing review
- Preparing financial statements
- Agreed upon procedures
Our services
Data Solutions
Capturing, understanding and leveraging the data that matters most and bringing it into focus is no trivial matter. Rely on our experience to drive your business forward.
Financial Statement Audit
Baker Tilly marries technology with the extensive experience to provide clients with an innovative financial statement audit service.
Managed Services
Baker Tilly provides numerous outsourcing and managed services in order to help our clients focus on what they do best so they can win now and be prepared for tomorrow.
System & Organization Controls (SOC) Reporting
Baker Tilly’s dedicated AICPA SOC specialists perform hundreds of SOC engagements each year and help clients with their SOC reporting needs across a wide variety of industries.
By the numbers
Our professionals
© 2024 Baker Tilly US, LLP