Employee Benefit Plan Audits
Painless Planning
CO-CREATE | CO-DEVELOP | DELIVER
Co-creating the future with our clients
- Services
- International Desk
- Stages of Business
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Industries
- Agribusiness
- Construction
- Energy and Oilfield Services
- Health Care
- Hospitality
- Import and Export Assistance
- International Business
- Life Sciences
- Manufacturing and Distribution
- Not-for-Profit
- Private Equity and Venture Capital
- Professional Services
- Real Estate
- SEC / Public Companies
- Technology
- Transportation and Logistics
- PKF Advisory
- Joint Venture Strategic Advisors
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Case Studies
PKF Texas specializes in conducting employee benefit plan audits. Over 80 companies turn to us to audit and provide advice on the administration of their benefit plan. Our dedicated team of benefit plan professionals has deep experience in this area. We serve companies with "growing plans" of 100 total participants to "mature plans" with 10,000+ total participants.
Our Employee Benefit Plan Audit Services Include:
- Defined Contribution Plans – including 401(k), ESOP, Profit Sharing Plans, Money Purchase Plans and Cash Balance Plans.
- Defined Benefit Plans – Pension Plans, VEBA's, Master Trusts and Cash Pension Plans.
- Health & Welfare Plans
- Single or Multiple Employer Plans
- Limited or Full Scope Audits
- Plans Requiring 11K filings
The PKF Texas Advantage
Our professionals understand the challenges and complexities CFOs, Human Resources and others face each year when managing the plan audit. The culture PKF Texas has created allows us to retain our best audit professionals, ensuring you have a consistent engagement team from year to year. We have the experience of working with sophisticated clients and go beyond focusing only on the ERISA requirements. As a result, our firm has developed a "client-centered" audit approach focused on delivering a service intensive and minimally invasive audit.
PKF Texas Painless Planning
The PKF Texas Painless Planning process facilitates a smoother audit experience through proactive planning, consistent staff assignment and continuous communication. Our clients tell us they appreciate this type of approach.
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PKF Texas is a member of the AICPA Employee Benefit Plan Audit Quality Center. |
PKF Texas Audit Senior Manager, Kristin Ryan, CPA, has received the Advanced Defined Contribution Plans Audit certificate. |
Resource Links
- Retirement Plan Correction Services
- Retirement Plan Check-Up Serivces
- Fiduciary Fraud Checklist
- Keeping 401(k) plan fees in check without compromising quality service
- Audit 101: What Does a 401(k) Audit Look Like?
- COVID-19 and Your Retirement Plan
- Risk and Oversight of Employee Benefit Plans
- Then and Now: Pension Law Reforms Impact DB Funding
- The Challenge of Alternative Investments
- FASB 157 and The Importance of Establishing Fair Value
Employee Benefit Plan Videos
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Reducing Risk of Litigation Against Fiduciaries
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More on the SECURE Act and CARES Act
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Recorded Webinar: Retirement Plans: Navigating Recent Law Changes & Using Them to Your Advantage
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How the SECURE Act Affects Pension Plans
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The SECURE Act – What You Need to Know
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Seminar Preview: Employee Engagement and Communication Strategies
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Common Deficiencies in 401(k) Compliance – What to Know
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What Happens When You Find Errors in Your Employee Benefit Plan?
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Avoiding Pitfalls in Compensation Definitions for Your 401(k) Plan
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How to Protect 401(k) Plans with Cyber Security
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How Data Analytics Impact Employee Benefits
Service Leaders
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Sonia Freeman, CPA, CGMA
Director, Audit & Chief Culture Officer
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Chris Hatten, CPA, CM&AA, CVA
Director, Audit
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Chip Schweiger, CPA, CGMA
Director, Audit
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Michael Veuleman, CPA
Director & Practice Leader, Audit
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Pete Cao, CPA
Senior Manager, Audit
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Kristin Ryan, CPA
Senior Manager, Audit
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Kimberly Wood, CPA, CEPA
Senior Manager, Audit
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Jen Edmiston, CPA
Senior Manager, Audit