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401K Audits Performed Virtually

Changing the way people think about accounting.


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We Specialize in 401(k) Audits

401(k) plans are governed by ever-changing rules and regulations issued by Congress, the IRS, DOL, ERISA, and the Social Security Administration. These audits are complex, but we're here for you. We have years of experience, and we will guide you through the audit process so you don't have to stumble through it on your own.

We offer the following:

  • Help determining if you are required to have a 401(k) Audit.
  • Help determining the 401(k) audit requirements per the rules and regulations of the 401(k) Plan.
  • Experience in working with your third-party administrator.
  • The same audit team from year to year.
  • Quick turnaround to enable you to timely file form 5500.

We learn what you need and then use specific criteria to itemize a set price. When you receive a quote from one of our authorized representatives, this price is all-encompassing, and unless circumstances change, there will be no hidden costs or miscellaneous fees

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Note: We also offer 403(b) audit services for nonprofits.

401(k) Audit Resources:

"I wanted to take a quick moment to tell you what a fantastic job Lisa & Kim did on our 401(k) audit. This is the third year your company has performed an audit for us. Lisa & Kim’s expertise, professionalism, and demeanor is second to none. They gave me the additional push when needed to get this done in a timely manner. All in all, I couldn’t be more pleased. Please ensure they are recognized accordingly."
- John A. Farrell III, KSJ