Main Line: 651.333.3369  I  Email Us: info@carlsonsv.com

Employee Benefit Plans

Employee benefit plan audit requirements have changed, specifically the definition of plan participants. Your 401(k) plan or other employee benefit plan could be impacted and require an audit, according to federal law. However, you may also discover that you don’t need an audit anymore. With more than two decades of experience in audit services and advisory for plan sponsors and plan administrators, we can provide clarity. 
 
Through our audits and internal control correspondence, CarlsonSV addresses the risk factors and compliance necessary to meet your responsibilities to employee benefit plan participants. Through an audit, you gain valuable insights to pursue recommended changes. 
 
A defined contribution plan such as a 401(k) or 403(b) plan, or a defined benefit plan, supports your recruitment and retention. Make sure you are fulfilling your fiduciary responsibilities. We offer:  
  • Employee benefit plan audits
  • Employee benefit plan audit requirements advisory 
  • Participant eligibility advisory (long-term seasonal, part-time eligibility)
  • Secure Act 2.0 advisory
Do you have questions as a plan sponsor or plan administrator? We are happy to help and point you to the right resources. Contact us for guidance or to schedule your employee benefit plan audit. 
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Your Key Contact

AICPA Employee Benefit Plan Audit Quality Center logo

CarlsonSV is a member of the AICPA Employee Benefit Plan Audit Quality Center.