Bookmark and Share  Print

Employee Benefit Plan Audits

Identify Ways to Make Benefits Work for You

PKF Texas specializes in conducting employee benefit plan audits. Over 80 companies turn to us to audit and provide advice on the administration of their benefit plan. Our dedicated team of benefit plan professionals has deep experience in this area. We serve companies with "growing plans" of 100 total participants to "mature plans" with 10,000+ total participants. 

Our Employee Benefit Plan Audit Services Include:

  • Defined Contribution Plans – including 401(k), ESOP, Profit Sharing Plans, Money Purchase Plans and Cash Balance Plans.
  • Defined Benefit Plans – Pension Plans, VEBA's, Master Trusts and Cash Pension Plans.
  • Health & Welfare Plans
  • Single or Multiple Employer Plans
  • Limited or Full Scope Audits
  • Plans Requiring 11K filings


The PKF Texas Advantage
Our professionals understand the challenges and complexities CFO's, Human Resources and others face each year when managing the plan audit. The culture PKF Texas has created allows us to retain our best audit professionals, ensuring you have a consistent engagement team from year to year. We have the experience of working with sophisticated clients and go beyond focusing only on the ERISA requirements. As a result, our firm has developed a ‘client centered' audit approach focused on delivering a service intensive and minimally invasive audit. 


PKF Texas Painless Planning
The PKF Texas Painless Planning process facilitates a smoother audit experience through proactive planning, consistent staff assignment and continuous communication. Our clients tell us they appreciate this type of approach.

Resource Links

 

 

EBPAQC2H Websize

PKF Texas is a member of the AICPA Employee Benefit Plan Audit Quality Center.

 



Sonia M. Freeman, CPA Director, Audit Department
Full Bio & Contact Info

Michael W. Veuleman, CPA Director, Audit Department
Full Bio & Contact Info




Related Content

Internal Audits Internal Audits

Companies are viewing internal audits as a powerful management tool that can identify opportunities to reduce variable costs and improve the overall effectiveness of your business.

International Healthy Start International Healthy Start

Launching a business internationally, inbound or outbound from the U.S., can be exhilarating and challenging. We've tailored a menu of services crucial to the early stages of your international business.

US Tax Incentives for Exporters US Tax Incentives for Exporters

If you are an exporter and are not utilizing this powerful tool, then you are likely paying too much in taxes. 

Powered by ContentActive

 
Request Personal Contact

We will never disclose your information to a third party.

*Required


     CAPTCHA Generator
Or Call Us Now (713) 860-1400