Employee Benefit Plan Audit Services
At CapinCrouse, we are committed to achieving the highest quality audit possible. We understand the complexity of performing employee benefit plan audits and that is why we have a dedicated team of auditors that possess the specialized knowledge and experience to help ensure compliance with the appropriate standards and changes in regulations that may impact your organization’s employee benefit plan audit.
 
With over twenty-five years of experience performing employee benefit plan audits of not-for-profit organizations, we presently audit nearly 70 plans. We plan and execute our audits in a way that maximizes audit efficiency and quality and we offer your plan administrator and human resources personnel confidence in their plan reporting and management. Because CapinCrouse focuses on serving the not-for-profit community with assurance, tax and advisory services, we are not only familiar with the unique issues surrounding employee benefit plans, but with the specifics of employee benefit plans sponsored by not-for-profit organizations. Many of the organizations with which we work utilize common service providers, allowing us to develop efficient processes that result in quality services performed with the least disruption possible.
 
Our Quality Commitment
As a member of the American Institute of CPAs Employee Benefit Plan Audit Quality Center, we are committed to adhering to the highest quality standards by voluntarily agreeing to the Center's membership requirements, which include designating a partner responsible for our employee benefit plan audit practice, establishing quality control programs, performing annual internal inspection procedures, and making our peer review report findings publicly available.
 
At CapinCrouse, our goal is to continue to enhance our quality initiatives within our employee benefit plan audit practice to deliver the highest quality audit services possible.
 
Employee Benefit Plan Services
Our employee benefit plan services include:

• Audits of 401(k), 403(b), pension, and health and welfare plans subject to the Employee Retirement Income Security Act (ERISA) under the regulatory authority of the U.S. Department of Labor (DOL)
• Audits of church, denominational and other similar plans exempt from ERISA
• Preparation of IRS Form 5500 and summary annual reports
• Nondiscrimination testing
• Consulting services related to employee benefit plans

Staff Expertise
Our team of employee benefit plan auditor specialists stays current in this highly technical practice area by attending various continuing education programs including the annual AICPA National Conference on Employee Benefit Plans and other relevant seminars and by regularly reviewing alerts from the Employee Benefit Plan Audit Quality Center, the IRS and the DOL, as well as various other industry resources.
 

Based on recent Department of Labor statistics, CapinCrouse is among the top 200 of more than 9,200 firms performing EBP audits.

 
For more information about our employee benefit plan audit services, see our Employee Benefit Plan Audit Services Brochure below, or contact our Employee Benefit Plan Audit Practice Leader, Sheree Brugmann, Partner, at sbrugmann@capincrouse.com or 630.682.9797, ext. 1206. For more information about audit quality, visit the Employee Benefit Plan Audit Quality Center.