Benefit Plan Audit Services, including 401(k) and 403(b)

The Employee Retirement Income Security Act of 1974 (ERISA) made plan administrators responsible for ensuring the accuracy of their plans’ financial statements.  In recent years the regulatory environment of employee benefit plans has continued to increase in complexity.  As members of the American Institute of Certified Public Accountants (AICPA) Employee Benefit Audit Quality Center (EBAQC), we are committed to ERISA quality and education when we do auditing related to Form 5500.

Dunham Associates conducts audits of 401(k), 401(a) and 403(b) benefit plans ranging from small to very large companies. We understand the complexities of pension plan auditing and the importance of smooth interaction amongst the employer, the custodian and the third party administrator (TPA). Our experienced professionals can guide you through every step of your ERISA audit, and advise you on how to best offer benefits. We have a dedicated team of Employee Benefit Plan Audit professionals, allowing Dunham Associates CPAs to efficiently and effectively service your needs.