As outlined in the Employee Retirement Income Security Act of 1974 (ERISA), employee benefit plans are subject to specific financial reporting requirements. Certain plans require an annual audit of plan financial statements by an independent qualified public accountant. We have experience in performing audits of several types of employee benefit plans, including 401(k), Profit Sharing, Pension, and Employee Stock Ownership Plans.

In addition, BPK&Z offers the following Retirement and Benefit Plan General Services:

• Preparation of Form 5500 and Summary Annual Report
• Preparation of Form 5330, Excise Tax Return
• Retirement plan consulting and design
• Compliance review of plan’s fiduciary compliance

BPK&Z is also a member of the AICPA Employee Benefit Plan Audit Quality Center, which is only available to those firms that have met requirements specific to employee benefit plans, including policies and procedures for the employee benefit plan audit practice and performing an internal inspection.

If you would like to talk with our ERISA expert, contact us.