Benefit plan audits

At Concannon, Miller & Co., we conduct audits of your employee benefit plans.

Employee benefit plan audits—401(k) or pension plans—are complex. That's why we have a dedicated team of auditors who possess the specialized knowledge and experience to help ensure your compliance with appropriate standards and changes in regulations that could impact your company's employee benefit plan audit.

As a member of the American Institute of CPAs Employee Benefit Plan Audit Quality Center, we are committed to adhering to the highest-quality standards. We plan and execute our audits to maximize audit efficiency and quality. Our team members constantly educate themselves on the latest employee benefit plan regulations and developments to keep you compliant with the Employee Retirement Income Security Act (ERISA)—a key issue for your business. They also have an average of 18 years of service with us, ensuring you have a consistent team who understands your business’s intricacies.

Concannon, Miller & Co. experts offer a full range of employee benefit plan audits including:

• Pension, health and welfare, and 401(k) plans subject to ERISA under the regulatory authority of the U.S. Department of Labor
• Conduct both full-scope and limited-scope audits
• Preparing IRS Form 5500 and summary annual reports
• Handle plans from under $1 million to over $50 million
• Consulting services related to employee benefit plans and Department of Labor issues
• SAS 70 audit engagements

Offering our clients the intimacy of working with a smaller firm but with the resources, training, and skills of larger firms is just another reason why we’re the firm of choice for employee benefit plan auditing.