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A Recognized Leader in Employee Benefit Plan Audits
Lindquist LLP is in the top tier of firms in the nation that perform employee benefit plan audits, including audits of 403(b) retirement plans, 401(k) plans and Taft-Hartley trusts, among others. The firm conducts employee benefit plan audits for approximately 200 multiemployer (Taft-Hartley), single-employer, and multiple-employer plans and trust arrangements, with total assets ranging from $1 million to more than $29 billion. These plans have fewer than 200 to more than 500,000 participants.
All members of the firm’s certified audit staff routinely perform employee benefit plan audits and have a solid understanding of Employee Retirement Income Security Act of 1974 (ERISA) requirements. Lindquist LLP’s professionals attend conferences of the American Institute of Certified Public Accountants (AICPA), the International Foundation of Employee Benefit Plans (IFEBP), and the Western Pension and Benefits Conference, as well as state CPA society seminars, self-study courses and in-house sessions. Lindquist LLP’s partners have served on committees of the IFEBP and AICPA, which focus on emerging issues that affect benefit plans.
As a member of the Employee Benefit Plan Audit Quality Center of the American Institute of Certified Public Accountants, Lindquist LLP receives exclusive resources for employee benefit plan audits. Member firms must meet specific practice management requirements in the areas of training, quality control and self-monitoring.
Employee Benefit Plan Audit Services
- Full-scope and limited-scope audits of employee benefit plans
- Preparation of government statements (e.g., Form 5500, 990 filings)
- Payroll compliance audits
- Claims audits (medical, dental, Rx, behavioral health)
- Consulting and special projects
- Help with ERISA compliance
Types of Employee Benefit Plans that Lindquist LLP Serves
Lindquist LLP provides audit and accounting services to the following types of employee benefit plans:
Multiemployer Plans / Taft-Hartley Trusts
- Defined Benefit / Pension
- Defined Contribution
- Money Purchase Pension
- 401(k)
- Health & Welfare
- Vacation
- Savings
- Legal
- Apprentice
- Scholarship
- Security
Single-Employer Plans (Corporate and Not-for-Profit Organization Plans)
- 401(k)
- 403(b)
- 401(a)
- Defined Benefit / Pension
- Defined Contribution
- Health & Welfare Plans
- Voluntary Employee Benefit Association (VEBA)
Multiple-Employer Plans
- Health & Welfare Plans or Multiple Employer Welfare Arrangements (MEWAs)
New Disclosures on Tap for Employers that Participate in Multiemployer Plans
Department of Labor Further Delays Fee Disclosure Regulations
Top Takeaways - 2011 Benefit Plan Professional Institute
IRS 2009 Form 8955-SSA--Getting a Plan in Place
Transparency of Fees and Expenses in a 401(k) Plan
Form 5500 Signing Tip: Log into EFAST2
Participant Loans--Is It Appropriate to Call Them Investments?
New Form 5500 Reporting and Audit Requirements for 403(b) Plans
Primer: Limited Scope Audits of Employee Benefit Plans
403(b) Plans—Form 5500 Reporting and Audit Requirements
403(b) Plans—Questions to Expect from Your Auditor
403(b) Plans—Sample Auditor Request List for Plan Information
Importance of Internal Controls in Financial Reporting and Safeguarding Plan Assets
