Verdeja, De Armas & Trujillo, LLP performs numerous employee benefit plan audits, including audits of pension, health and welfare, and 401(k) plans subject to the regulatory authority of the Department of Labor and the Employee Retirement Income Security Act.
From assisting clients in self-correcting operational errors to preparing and reviewing Form 5500, our firm thoroughly understands employee benefit plan audits and can provide exactly the services you need.
Our Employee Benefit Plan capabilities include:
- Multi-employer (Taft-Hartley) Pension Plans
- Single Employer Defined Benefit, Defined Contribution, 401(k) plans, 403(b) Plans
- Health and Welfare Plans
- Governmental PERS Pension Plans
- Small Business Benefit Plans
- Full and Limited Scope Audits
- IRS (Form 5500)
- Department of Labor Master Trust Filings
- Plan Accounting and Financial Statement Preparation
- Plan Mergers Advice
- Information Systems Support
- Implementing Current Accounting Pronouncements
- Testing for Compliance with IRC and ERISA Regulations (e.g., Discrimination Testing)
- Testing Compliance with Provisions under Collective Bargaining Agreements
- Assisting with Current Tax Issues and IRS Examinations
- Data Extraction Tests to Identify Specified Participant Data or Pension Characteristics
- SAS 70 Audits for Third Party Plan Administrators
- Consulting Services
OTHER SERVICES WE OFFER:
Audits Reviews and Compilations | Auditing Service
Business plans | Formulate Business Plan
Certified Acceptance Agent Service
Computing & Technology | Technology Strategies
Consulting | Business and Operations Planning
Forecasting & Projections | Financial Forecasting
Forensic Accounting | Fraud Prevention
Internal Audit | Risk Assessments
Investment Advisory | Financial Planning | VDCPA
Merger Acquisition Due Diligence | Corporate Finance
QuickBooks Help | Consulting and Assistance
Step Up For Students Agreed-Upon Procedures
Tax Consulting and Compliance Services