Our team has extensive experience completing audits. As a result, we have fine-tuned our procedures. Our audit process is simple and straightforward. Simply submit your necessary documents via our client portal and we will take care of the rest. A member of our team will explain the process from start to finish and will communicate our progress along the way.

According to the U.S. Dept. of Labor, most employee benefit plans with 100+ participants must submit audited plan financial statements with the filing of their annual 5500 report. This audit is performed through the engagement of a qualified independent auditing firm. The selection of this plan auditor is considered as one of the plan administrator’s most important fiduciary functions.

To learn more about PlanChec(k) CPAs employee benefit plan audit process and services, or to request a plan audit, simply contact us at audit@plancheckcpas.com or 614-962-7068 . A senior member of our team will be in touch to answer your questions and provide you with next steps. We look forward to hearing from you.