A Team Approach to Auditing Your Plan
Our audit practice is exclusively concentrated in the audits of employee benefit plans - specifically 401(k) and 403(b). At present, our firm is one of the largest providers of audit services in the San Jose/San Francisco Bay Area.
We have experience with the following employee benefit plan providers:
Third Party Administrators
- Pension Specialists, Inc.
- The Standard
- Plan Design Consultants, Inc.
- Fred Gawlick and Associates
- WESPAC, Inc.
- Ascensus
- Fidelity
- Digital Retirement Service
Investment Managers
- Aetna
- Charles Schwab
- Fidelity
- Great West Life Insurance
- Mass Mutual
- Merrill Lynch
- Nationwide Life Insurance
- Principal
- Standard Life Insurance
- ING
Our "team approach" to auditing your plan will give you assurance that your plan is in compliance with IRS, DOL, and ERISA rules and regulations.
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