Benefit Plan Audit Expertise - 403 B, 401 K, ESOP
Feeley and Driscoll's Boston, MA CPAs perform limited and full scope audits for 403b plans, defined benefit, 401(k), profit sharing, health and welfare, and ESOP plans with wide ranging assets.
Although the ever-growing complexities of DOL and ERISA requirements were the impetus for the formation of our ERISA Services Group, its formation was also based on our desire to ensure the highest possible level of service for our clients.
Our approach for the audit of the 403(b) plans is very similar to our approach for a 401(a) plan since the investment activity, participant elections and plan distribution procedures are similar.
Find out how our expertise with pension plans can help you and your company. Email us or call us at 1 (888) 875-9770.
Our development of the client service team differs from larger firms such as Deloitte Touche Tohmatsu, Ernst & Young, KPMG, and PricewaterhouseCoopers. The teams allow for maximum ERISA audit efficiency, staff continuity and client responsiveness. We provide clients with the personal, knowledgeable service.
Drawing from individuals who comprise our main industry groups of healthcare, construction, professional services and manufacturing, we formed a team of professionals to ensure that 403 b plans, defined benefit, 401(k), profit sharing, health and welfare, and ESOP plan engagements are performed with the highest level of service and knowledge.
RESOURCESDownload or view our presentation: 403b - New Audit Compliance and Requirements
New Economic Relief Act Benefits Seniors and Employers - 401k & 403b Audits