Assurance & Accounting
For more than two generations, Berdon LLP has worked with employee benefit funds of all kinds and sizes, and we have provided audit and consulting services to 401(k) plans since their inception more than 20 years ago. Our professionals have a deep understanding of the complex regulations in the Internal Revenue Code and the Employee Retirement Income Security Act. We have assisted many organizations in their dealings with both the Internal Revenue Service and the Department of Labor. Our partners helped write the rules for auditing plans through service on technical committees of the American Institute of Certified Public Accountants. Among the services we provide are:
performing audits that meet ERISA requirements
testing at both the plan and the participant level
auditing financial statements
preparing IRS Form 5500 and summary annual reports