Let’s connect!
What We Do

Employee Benefit Plans

What We Do

Employee Benefit Plan Auditing

For more than 40 years, Berdon has worked with a significant number of companies—with 100 or more employees—and labor unions, to conduct audits of their employee benefit plans, and ensure compliance with regulatory scrutiny under the Employee Retirement Income Security Act, Department of Labor, Health Insurance Portability and Accountability Act, and the Social Security Administration.

Berdon’s Employee Benefit Plan (EBP) Practice has extensive experience in auditing various types of employee benefit plans, including defined benefit and defined contribution, self-insured, retirement, 401(k), and health and welfare. Additionally, our team introduces innovative methodologies to clients for government regulations compliance, and helps identify opportunities to improve reporting efficiency.

STRATEGIC APPROACH TO AUDIT SERVICES

Furthermore, the Firm’s service-focused approach reduces the disruption to an organization’s plan operations. Our EBP professionals also assist plan trustees in their fiduciary responsibilities, with a focus on providing valuable planning information and serving as advisors on financial issues.

Berdon is a member of the International Foundation of Employee Benefit Plans (IFEBP) and the American Institute of Certified Public Accountants Employee Benefit Plan Audit Quality Center (EBPAQC). As a member of IFEBP and the EBPAQC, Berdon professionals have contributed to the development of accounting rules for employee benefit funds.

If you are preparing for an Employee Benefit Plan audit, Berdon’s 401(k) Audit Checklist can help you get on track.

Meet Our Advisors

For all these reasons, assurance and accounting services provided by Berdon should never be viewed as commodity services. We deliver a meaningful report and management letter that help organizations move forward and give confidence to boards of directors as well as lenders.

Related Topics

Hot Topics/Insights

May232022

What are the tax consequences of selling property used in your trade or business? There are many rules that can potentially apply to the sale of business property. To simplify […]

May192022

BERDON STATE & LOCAL TAX TEAM 5.19.22 | Client Alert New York Governor Hochul signed into law amendments to the previously enacted changes to the New York State Pass-Through Entity […]

May192022

Mitchell Marcus, CPA 5.19.22 | Industry Insights Has the Great Reset also spawned the Great Conversion? Only time will tell. One thing that is certain is that the idea of […]