areas of expertise

• Defined Contribution Plans (including plans with SEC Form 11-K Filings)
• Defined Benefit Plans
• Health and Welfare Plans
• Taft-Hartley Multi-Employer Benefit Plans

Our employee benefit plan audit team has extensive experience performing audits of a variety of benefit plans: defined contribution, defined benefit, and health and welfare benefit plans, including plans that require SEC filings.

The professionals in our audit group work closely with our Retirement Plan Design and Administration (RPDA) department to evaluate and ensure our clients' adherence to current governmental regulations. Additionally, our RPDA team members prepare or review each plan's Form 5500 for consistency with the financial statements and other compliance matters.

SS&G is a member of the American Institute of Certified Public Accountants' Employee Benefit Plan Audit Quality Center. As a member of this group, we have voluntarily agreed to establish firmwide training and quality control programs, perform annual internal inspection procedures, make the firm's peer review report findings publicly available, and adhere to all other membership requirements.