Comprehensive Audits, Informed Decisions
Our employee benefit plan audit teams work closely with our client’s investment advisors, third-party administrators, and sponsors. This enables us to perform the audits efficiently and minimize the disruption to the plan sponsor’s staff. Our dedicated employee benefit audit specialists understand the intricacies of employee benefit plans and have experience providing both ERISA Section 103(a)(3)(C) (formerly limited-scope) and non-ERISA Section 103(a)(3)(C) audits for plans of all sizes.
We are members of the AICPA Employee Benefit Plan Audit Quality Center which allows us to remain current on significant issues impacting financial reporting for employee benefit plans. LerroSarbey is a peer-reviewed CPA firm, and our work consistently meets the highest standards of quality. Our firm is staffed with seasoned professionals who bring a wealth of expertise to every project.
LerroSarbey has a dedicated employee benefit plan audit practice servicing plan sponsors of all sizes. We service a variety of plan types including:
Defined Benefit Plans
Defined Contribution Plans
Health and Welfare Benefit Plans
Profit Sharing Plans
Voluntary Employees’ Beneficiary Associations (VEBA)
401(k) Plans
Transform your financial strategy into a pathway to success with LerroSarbey.
As your strategic partners, we are committed to guiding you through the complexities. Our expertise in tax planning, compliance, and cutting-edge solutions ensures your financial goals are within reach.