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.
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
Unmatched Industry Experience
What Distinguishes Tanner?