The Firm has a dedicated employee benefit plan audit team that can help your company meet its fiduciary responsibilities and navigate through the ERISA and IRS regulations. Our auditors receive ongoing education and training related to plan accounting, auditing and reporting. We are continually learning and staying ahead of the latest developments in employee benefit, and we strive to maintain continuity of staffing on each engagement. With PBTK, you can have the confidence of knowing that we take a personal interest in what our clients do and how they do it.

PBTK can provide full or limited-scope audits for all types of pension and profit sharing plans (401(k), 403(b), defined benefit or contribution) and prepare financial statements. We have recent experience working with more than 40 employee benefit pension and profit sharing and are members of the AICPA Employee Benefit Plan Audit Quality Center, which provides support for member firms that are committed to quality plan audits. Membership also helps us identify recent trends in best practices, tools, and resources to practice at the highest level of our profession.

At PBTK, we always bring our business thinking to bear on all aspects of our clients’ business including employee benefits. We ask questions, challenge assumptions and find solutions for our clients, many of whom are family-owned businesses while others are publicly traded.

Understanding the financial reporting requirements of employee benefit plans can be overwhelming without the right guide. Plan administrators and business owners can contact the firm by calling 702-384-1120 or clicking here to learn more about PBTK’s employee benefit plan services.