areas of expertise
- Defined Contribution Plans (including 401(k), 403(b), and plans with SEC Form 11-K Filings)
- Defined Benefit Plans
- Health and Welfare Plans
- Taft-Hartley Multi-Employer Benefit Plans
SS&G has extensive experience performing audits of a variety of benefit plans, including:
- defined contribution, including those that require SEC filings
- defined benefit
- health and welfare benefit plans
Our audit group works closely with our retirement plan design and administration team to evaluate and ensure our clients' adherence to current governmental regulations. Additionally, our RPDA team members can prepare or review each plan's Form 5500 for consistency with 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. We host firmwide training and quality control programs, perform annual internal inspection procedures, make public the firm's peer review report findings, and adhere to all other membership requirements.