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By Loree Dubois
By Joseph Tamburo
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We assist plan sponsors and administrators with the complexities of complying with ERISA, DOL & IRS requirements.
benefit plans audited
annually, from 401(k)s to defined benefit plans — backed by deep ERISA expertise.
Our benefit plan specialists are uniquely qualified to assist plan sponsors and administrators with the complexities of complying with ERISA, DOL and IRS requirements.
Software Company Achieves a Clean Report and Improved Controls with KLR’s EBP Audit Team
The membership in this special interest group is designed to ensure that firms are kept abreast of the most recent developments and training opportunities in the specialized area of employee benefit plans. In addition, our auditors receive specialized training through the AICPA annual conference on Employee Benefit Plans and in-house training sessions.
Preparing for your first 401(k) audit? Download this checklist to stay organized and ensure a smooth 401(k) audit process, from planning to post-audit follow-up.
Our dedicated team of twenty professionals are highly trained and experienced to meet the specialized demands of benefit plans. Performing approximately 100 plan audits throughout the country, KLR is able to provide peace of mind to over 40,000 plan participants with the security of over $1.5 billion in plan assets. Our client plans range from $300,000 to $900 million in plan assets. Our commitment to this practice niche has placed KLR in a select group of only 100 firms nationally that audit more than 100 plans annually.
They are well qualified to deal with the audit requirements of ERISA, as well as those of the DOL and the IRS.
By Ashley Leonard
By Jessica Ashley
By Tyler Gay
