Advisory
Assurance
Tax
Technology
By David M. Desmarais
By Daniel M. Andrea
Global Tax
By Laura H. Yalanis
By Paul Nadeau, Jr.
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We assist plan sponsors and administrators with the complexities of complying with ERISA, DOL & IRS requirements.
plans audited
annually
Our benefit plan specialists are uniquely qualified to assist plan sponsors and administrators with the complexities of complying with ERISA, DOL and IRS requirements.
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.
""The KLR Team identified two items that were mistakenly reported by our ESOP third party administrator.""
Trent Theroux • Vice President, Finance
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.
What 401(k) plan records should you keep? Don't toss important documents too soon! Here’s what to keep—and for how long—to protect your plan.
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 O. Ashley
