Electronically Performed Audits - Nationwide
Our pension audits are performed off-site in our own office. We have the state-of-the-art auditing software that enables us to perform "paperless audits" (electronic audits). This enables us to perform audits nationwide. Our audit requests are designed to meet the stringent and specialized audit requirements of the Department of Labor and the AICPA.
Participant and plan level reports are furnished to us by the custodian of the investments. Once we are engaged to perform the audit, we will contact the custodian to request that these reports be sent to us. We will also request from the employer selected copies of its reports generated from its HR and Payroll department as it relates to the 401(k) plan participants. These types of reports can be emailed (scanned), mailed or faxed to us.
1-877-520-401k