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Employee Benefit Plan Audits

Decades of Expertise in Employee Benefit Plans

With a renowned 40-year legacy, LaPadula Carlson + Co is a trusted name in the employee benefit community. Our extensive experience covers all aspects of employee benefit fund services, from intricate matters to straightforward ones. Count on our highly trained professionals for comprehensive support, whether it's an audit or a complex tax issue— we've got it covered.

What to Expect from Us:

1. Peace of Mind

  • Your employee benefit plan will undergo a thorough and accurate audit, complying with all ERISA regulations and Generally Accepted Auditing Standards (GAAS) for Form 5500 and IRS requirements.

2. Timely Completion

  • We ensure the prompt completion and filing of all reports, forms, and disclosure documents.

3. Effective Coordination

  • Our team collaborates seamlessly with plan sponsors, trustees, attorneys, actuaries, and administrators to ensure compliance.

4. Expert Team

  • A trained, experienced, and independent team that understands the unique nature and intricacies of auditing employee benefit plans.

5. Guaranteed Quality

  • We guarantee audit quality through voluntary "Peer Reviews" and our memberships in the AICPA, Employee Benefit Audit Quality Center, and the International Foundation of Employee Benefit Plans.

6. Insurance Coverage

  • All our work is insured, ensuring timely and accurate completion. In the unlikely event of a problem, we absorb any penalties caused by our work.

Our Services Include:

  • Financial statement audits
  • DOL Local Union Mock Audits
  • Form 5500s and 990s preparation
  • Internal control and procedures audits
  • Benefit testing for compliance
  • Studies related to shared expenses and their allocation
  • IRS and OLMS filings compliance reviews
  • Custodial account analysis and review
  • Trustee expenses review to insure they are in compliance and properly documented
  • Forensic accounting services and litigation support

Given the intensified enforcement activities by the U.S. Department of Labor (DOL) and the IRS, selecting the right accounting firm for an employee benefit plan audit is crucial. Our quality audit not only fulfills legal and fiduciary responsibilities but also protects the integrity of your employee benefit plan, ensuring participants receive promised benefits.

Explore our wide-ranging employee benefit plan audit services, covering various plans subject to ERISA regulations under the DOL. Beyond audits, our firm provides a complimentary review of your organization's fiduciary processes and ongoing counsel to enhance future audit efficiency and cost-effectiveness.

For superior service at cost-effective prices, contact us for a quote at 877.529.9301 or info@lapadula.com. We look forward to assisting you.