We Can Help You Balance Compliance and Costs for Your Annual Benefit Plan Audit.

Whether you are a large employer with multiple plans or a small employer with a single plan, our experienced auditors can help you balance compliance while managing costs. Employee benefit plans are a complex, specific area of accounting and reporting. You need a team of accountants who are:

  • Experienced and specialists in 401(k) audits and other employee benefit plan
    audits
  • Dedicated to the changing annual accounting and reporting requirements
  • Ensuring that you remain ERISA- and DOL-compliant at an affordable price

Benefit Plan Audit Services:

  • Defined contribution plan audits – 401(k) plans, 403(b) plans, profit sharing plans, employee stock ownership plans
  • Defined benefit plan audits – pension plans Full and limited scope audits
  • Form 5500 preparation Advisory services with plan violations and DOL letter responses
  • Industry Network Associations:
    • Employee Benefit Plan Audit Quality Center (EBPAQC)
    • Society for Human Resource Management (SHRM)
    • Dallas Human Resource Management Association (DHRMA)
    • BKR Employee Benefit Plan Practice Group

We Provide Peace of Mind, With No Surprises

Our Dallas-Fort Worth area accounting firm is committed to achieving the highest quality employee benefit plan audit at the most competitive fee for your company. We understand the challenges employee benefit plan administrators face, including increased responsibility and managing employee satisfaction, so we know that the last thing you want to stress over is your plan audit. We offer services that provide peace of mind, with no surprises.

Cornwell Jackson also performs several of our audit procedures electronically with a cloud-based auditing tool.  This saves time on travel, coordination, couriers, etc. and allows our team to accomplish a great deal at any location- which increases efficiency and reduces the burden to our clients. We work with nearly every major retirement plan service provider in the region and our team is familiar with each companies’ processes and capabilities, which makes the audit process smoother on our clients.

Our team of trained professionals possess the specialized knowledge and experience to ensure compliance with the appropriate standards and regulations. We also attend employee benefit plan-specific training to ensure that we stay current with the ever-changing IRS, Department of Labor and accounting requirements. As a member of the American Institute of CPAs’ Employee Benefit Plan Audit Quality Center (EBPAQC), Cornwell Jackson has established quality control programs and integrated best practices resulting from years of experience.