An employee benefit plan audit in Boston, MA requires highly specialized experience to properly instill the changing rules and regulations set forth by the Department of Labor and Internal Revenue Service.
As a result, it is essential that companies choose the right CPA firm for their employee benefit plan audits. Newburg & Company, LLP is a CPA firm located in Waltham, MA that recognizes that auditing employee benefit plans is an industry-specific service that requires specialized experience and knowledge. Without this industry experience, a certified public accountant may lack the necessary qualifications to perform such an audit. Our CPA firm has extensive experience and understanding of regulations relating to the Employee Retirement Income Security Act (ERISA) that help us provide cost effective employee benefit plan solutions to companies in the Boston area.
We value the communication process and emphasize planning and organization to help facilitate a smooth audit. In addition, we assist clients in understanding the audit and compliance requirements related to their plan. Newburg & Company, LLP will work with our clients and their plan service providers (e.g., third-party record keeper, investment trustee, payroll service and actuary) to coordinate all phases of the plan audit. Whether you need a full-scope 401k audit or just a review of your Form 5500, we offer the level of service that is right for you.
Employee Benefit Plan Audit Services in Boston Include:
- Defined benefit (pension, cash balance)
- Defined contribution (401k, profit sharing, ESOP)
- Health and Welfare
Additional Employee Benefit Plan Services
- Preparation of required DOL and IRS filings
- Preparation and review of Form 5500
- Benefit plan internal control testing
We also work with a variety of plan administrators, actuaries, attorneys and investment consultants in the Waltham and Boston areas if you need assistance setting up your 401k, health and welfare, defined benefit or defined contribution plan or employee benefit plan audit.