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Plan administrators and plan sponsors have many fiduciary responsibilities. The selection of a qualified auditor is one of them. You need a quality audit in accordance with Employee Retirement Income Security Act of 1974 (ERISA) and U.S. Department of Labor (DOL) requirements to help you carry out your legal responsibility to file a complete and accurate annual return and report for your plan each year. Selection of an experienced and reliable auditor is very important because an incomplete, inadequate, or untimely audit report may result in penalties being assessed against you as the plan’s administrator.

Learn more about our employee benefit plan audit service by downloading our brochure below.

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Calvetti Ferguson works with middle-market companies, private equity firms, and high-net-worth individuals nationwide. Regardless of the complexity of the compliance, assurance, advisory, or accounting need, our team is ready to help you. Please complete the form below, and we will follow up with you shortly.