By David M. Desmarais
By Daniel M. Andrea
By Andrew R. Tavares
By Melissa A Sommer, CFA, CPA
Benefit plan audits are an integral segment of KLR’s audit and advisory services. Our benefit plan specialists are uniquely qualified to assist plan sponsors and administrators with the complexities of complying with ERISA, DOL and IRS requirements.
We are a member of the AICPA Employee Benefit Plan Audit Quality Center. 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.
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 90 plans annually.
Our team is available to sponsors and administrators across a wide range of plan types.
Our team is well qualified to deal with the audit requirements of ERISA, as well as those of the DOL and the IRS.