Employee Benefit Plan Audit Services
Peggy S. Edge, CPA, LLC distinguishes itself from other firms by providing 100% dedicated service to employee benefit plan audits.

The firm addresses your needs with an audit process focused specifically on employee benefit plans. The audit methodology enables delivery on your expectations of a cost-effective audit that still creates value and reduces risk. The practice brings a full-service perspective to meeting the auditing and reporting requirements of the Department of Labor.

Employee Benefit Plan Audit Services include:
  • Limited Scope
  • Full Scope
  • Master Trusts
  • 401(k) Plans
  • 403(b) Plans
  • Money Purchase Pension Plans
  • Profit Sharing Plans
  • Defined Benefit Pension Plans
  • Health and Welfare Plans
  • VEBAs
  • Review of Form 5500 filings
A structured, quality audit approach will include:
  • Meeting with key employees of your business to develop an understanding of your business and its employee benefit plans
  • Contacting and working with the Plan Administrator to request other essential items needed for the audit
  • Developing an audit plan to meet your specific schedule and filing requirements
  • Conducting the audit at your business site to enhance communication and efficiency
  • Identifying any regulatory issues to discuss with management and plan trustees
This approach to auditing benefit plans focuses on your high-risk areas while avoiding excessive work in lower-risk areas. In-depth understanding of employee benefit plans further promotes greater efficiency, fewer disruptions to your operations, and lower costs.