Meticulous Oversight of Ever-Changing Rules and Regulations

Auditing employee benefit plans is an industry-specific service that requires specialized experience and knowledge. With changing rules and regulations from the Department of Labor, Internal Revenue Service, and other regulators, it is essential that you choose the right audit firm for your employee benefit plan audits.

Services Offered

  • Advisory services to guide you through audit and compliance issues
  • Full-scope and limited-scope audits for any size plan
  • Form 5500 filing and review

Plans Served – Currently serving over 50 benefit plans of various sizes, including:

  • Defined Contribution Retirement Plans
    • Profit-Sharing
    • 401(k)
    • 403(b)
  • Pension Plans
    • Defined Benefit
    • Money Purchase
    • Multi-Employer
  • Employee Stock Ownership Plans (ESOPs)
  • Union Represented Plans
  • Master Trusts
  • Savings Plans
  • Multiple-Employer Plans
  • Health and Welfare Plans

With Flagel Huber Flagel, you get:

  • Dedicated Employee Benefit Plan professionals
  • Members of American Institute of Certified Public Accountants’ (AICPA)
    Employee Benefit Plans Audit Quality Center
  • In-depth knowledge of GAAP and ERISA requirements
  • Independent review and insights
  • Advice on how to mitigate risks and adhere to regulatory requirements
  • Timely filing of Form 5500s
  • Continuity from year to year to enhance efficiencies

Let's Talk


Joe Gordon, CPA

Joe Gordon is ready to help you with Employee Benefit Plan Audits.

You can contact Joe at 937.528.7228 or send a quick email here.