Houston Benefit Plan Audits

From time to time businesses review vendor relationships to ensure they are receiving the highest value for the cost. While this may be a routine process for many, others conduct the assessment because there is an issue with quality or delivery.  Houston companies that offer 401k, 403b, Profit Sharing, and Employee Stock Ownership Plans (ESOP) that are dissatisfied with their current CPA firm should not have to go through another year of dealing with the same headaches.

Benefit Plan Experience

The team at Calvetti Ferguson stands ready to assist you. We are an experienced plan auditor that audits over 80 benefit plans including 401(k), defined benefit, and ESOP’s (including limited and full scope audits).

We work with both single and multiple employer plans and also have experience serving plans with an 11-K filing requirement.

The firm provides services to benefit plans with asset sizes ranging from $1M to $1B and a total participant count between 100 and 30,000. The firm is also a member of the AICPA’s Employee Benefit Plan Audit Quality Control Center, which provides advanced training on plan audit issues.

About Houston

Houston is a dynamic city that stands as a symbol of American ingenuity and diversity. The city takes pride in its ability to be a pioneer across several industries while staying in touch with its Southern charm.

The city of Houston is known to be one of the most ethnically diverse cities in the country. This diversity is one of the city’s greatest strengths, fueling its creative and innovative endeavors. Even in times of difficulty, such as during Hurricane Harvey, Houston’s communities always come together to demonstrate the city’s unity and resilience.