Service Offerings > Audit and Assurance > Employee Benefit Plan Audits

Employee Benefit Plan Audits

Unique. Adaptive. Focused.

The employee benefit plan audits performed by McConnell & Jones LLP are unparalleled across the industry. Unlike other accounting firms, the employee benefit audit sector is not an “add-on” business for us; it’s one of our core segments.

McConnell & Jones is in the top 1% of accounting firms in the country that audit employee benefit plans based on number of plans audited and we are long-standing members of AICPA Employee Benefit Plan Audit Quality Center as well as the Public Company Oversight Board. We have a fully dedicated team of professionals who focus solely on providing employee benefit plan audits year-round making this one of our primary practice areas.

We work with both single-employer and multiple-employer plans for large Fortune 500 companies as well as privately owned organizations, nonprofit entities, and public pensions. Our Employee Benefit Plan Team prides itself on delivering high-quality audits while giving personalized and responsive service. The team of professionals at McConnell & Jones is dedicated to benefit plan compliance and they take a proactive approach that help clients meet their regulatory and fiduciary obligations with respect to ERISA compliance and IRS regulations.

We provide the following specialized services, including:

  • Audits of all types of employee benefit plans including:
    • Defined contribution plans (401(a), 401(k), 403(b), ESOPs)
    • Defined benefit plans (cash balance, traditional)
    • Health and welfare plans
  • Compilations of  plan financial statements
  • Forms 5500 / 990 / 8955-SSA preparation
  • SEC Form 11-K filings
  • Assistance with DOL and IRS voluntary correction programs