CERTIFIED PUBLIC ACCOUNTANTS
RETIREMENT PLAN AUDITS
Is your retirement plan audit harder than it needs to be?
If your benefit plan audit feels rushed, repetitive, or hard to schedule, it may be worth a conversation. Our dedicated benefit plan team audits 401(k), 403(b), ESOP, and defined benefit plans, and we have room for new plans this year.
What a retirement plan audit should feel like…
If this isn’t your experience, we’d like to help.
A team that knows your plan.
Planning that starts early, well ahead of your Form 5500 deadline.
A clear request list up front, so you know what's coming.
Issues raised when we find them, not at the finish line.
How it works
A clear process, so you always know what’s next.
STEP 1
Planning
We meet before fieldwork to learn your plan, set the timeline, and send one request list.
STEP 2
Fieldwork
We schedule around your busy seasons and keep the same people on your engagement.
STEP 3
Ongoing Updates
If we find something, you hear about it right away, along with how to fix it.
STEP 4
Wrap-Up
Your report is ready well ahead of your Form 5500 deadline, and we plan next year before we close this one.
Why Choose MH?
A dedicated benefit plan audit team
AICPA EBPAQC member firm
Expertise across 401(k), 403(b), ESOP, and defined benefit plans
Experience with plans of every size, including first-time audits
Full-service accounting firm serving clients since 1982
The audit is mandatory.
Disrupting your business isn’t.
Changing auditors is simpler
than most people expect.
We handle the transition, coordinate with your prior auditor, and set a clear timeline from day one. The best time to consider a change is before your next plan year audit begins.
Reach out to our team today.
Tell us a little about your plan and we'll follow up. Not sure where your plan stands? Ask us, and we'll tell you straight.
217.351.2000