Employee Benefit Plan Audits

Does your retirement plan require an IRS or DOL audit to be performed by independent CPAs? Are you aware of the circumstances that trigger an audit of your 401(k), 403(b), profit sharing or defined benefit plan?

The Kentner Sellers employee benefit plan team can answer those questions and help your plan stay in compliance with the ever-changing rules and regulations of the IRS and DOL.

We offer recommendations to assist our clients and plan administrators look for ways to improve plan administration and operation. Areas of focus include:

  • Accurate census data
  • Eligibility requirements
  • Hardship withdrawals
  • Plan participant loans
  • 401(k) and 403(b) provisions
  • Investment performance
  • Timely deposits of plan contributions
  • Fiduciary responsibilities
  • Plan distributions