Benefit plan audits

Retirement Plan Audit Services

At a time when many accounting firms are dabbling with employee benefit plan audits, plan sponsors increasingly choose Tanner LLC for their employee benefit plan services. Why? We are a different kind of firm providing a better experience for our busy clients who rely on us to deliver the highest levels of compliance quality with the federal regulators. Our focus is simple but powerful: We make sure nothing falls through the cracks, while delivering the highest levels of service. Because we are one of the leading accounting firms in the western United States for employee benefit plan audits, we ensure that our employee benefit plan clients receive dedicated service and unsurpassed expertise. 

Ongoing Plan Audit Training

Every year, Tanner sends professionals to the AICPA’s National Employee Benefit Plan Conference. Following the conference, we then have hours of additional internal training to ensure that everyone is up-to-date on the current DOL, IRS, and auditing guidelines. We believe that the more benefit plan training our professionals have, the better we are able to assist our clients to comply with the standards and rules that apply to their plans. We also believe that our experienced team is able to perform plan audits and other services in a much more efficient and effective manner.

Deep Bench

Within Tanner’s benefit plan practice, we have a very “deep bench”; more benefit plan audit experience than any other firm based in Utah. Over 60% of our audit and tax professionals have benefit plan expertise!

Benefit Plan Audit Services

•  Audits of employee benefit plans

•  Preparation of Form 5500

•  Compliance assessments

•  Internal control evaluation

•  New standards and compliance updates

•  Drafting of plan financial statements

•  Referral source for other qualified service providers

•  Compliance support

•  Review of plan financial statements

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Unmatched Industry Experience

What Distinguishes Tanner?

  • Our benefit plan audit practice is exceptional. Tanner serves more retirement plans sponsored by Utah companies than any other Utah-based CPA firm.

  • Local office touch: As a locally owned and managed firm, we offer a higher level of service and responsiveness.

  • Commitment to quality: We invest heavily in our continuing education program and have a proven history of results with no deficiencies or suggestions for improvement from our AICPA peer review reports covering the past decade.

  • Tanner is a member of the Allinial Global Network, an association of accounting and consulting firms whose members reinforce client service by exchanging expertise, resources, and advice in a wide range of industries. We offer our Benefit Plan clients industry-focused insights and current guidance anywhere in the United States and world.

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