Employee Benefit Plan Audit

HFA offers employee benefit plan auditing services to ensure compliance with Department of Labor and Internal Revenue Service regulations. HFA has the skills, knowledge, and experience to provide a comprehensive, quality audit of your employee benefit plan and offer you valuable insight about your plan’s operational and compliance issues. Specifically, we have experience with 401(k) plans, defined benefit plans, 403(b) plans, and health and welfare plans.

Our Services

HFA's employee benefit professionals work with clients of all sizes across all industries conducting assessments and providing guidance as they navigate through the challenges of today’s ever-changing regulatory environment. HFA performs plan audits in accordance with Employee Retirement Income Security Act (ERISA), while also advising on regulatory and reporting requirements. In addition, HFA can provide consulting services across the entire ERISA platform, we understand the fiduciary responsibilities and risks that plan sponsors face. At HFA, our solutions driven team strives to become your trusted ERISA advisor by going the extra mile for our clients.

 

HFA’s experience includes:

  • Single and multi-employer plans

  • Defined benefit and defined contribution pension plans (e.g., 401(k), 403(b))

  • Money purchase

  • Profit sharing

  • Employee stock ownership plans (ESOPs)

  • Health and Welfare Plans

  • Employee Retirement Income Security Act (ERISA) Compliance