Moss Adams audits over 1,200 employee benefit plans each year, ranging in size from 100 to 100,000 participants with $100,000 to $5 billion in assets. This number includes close to 100 403(b) plans for tax-exempt entities. Types of plans we audit include:
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Defined contribution
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Defined benefit
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Employee stock ownership
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Health and welfare
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AICPA Employee Benefit Plan Audit Quality Center Member
Moss Adams is a member of the AICPA's Employee Benefit Plan Audit Quality Center (AQC), which was established to help CPAs meet the challenges of performing quality audits in this unique and complex area. The AQC communicates with members regarding regulatory developments, best practices guidance, and technical updates. Bertha Minnihan, national chair of our Employee Benefit Services practice, serves on the AQC’s Executive Committee.
Team
You get an efficient, well-trained audit team when you work with us. We receive specialized training to stay current on ERISA, DOL, and IRS rules and regulations, so you get a more efficient audit. Our proactive approach helps eliminate ERISA violations and results in timely filings without surprises.
Solutions
Our clients receive solid, innovative solutions based on their particular set of facts and circumstances. We work with a variety of plan administrators, actuaries, attorneys, and investment consultants to incorporate our industry knowledge and experience into meeting our clients’ needs.
Some of the solutions we provide include:
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Review of plan documents and operating procedures
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Review of overall plan strategy and cost structure
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Assistance with determining the best plan to sponsor
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Facilitating requests for proposal (RFP) processes
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Assessment and recommendations for benefit service providers
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Facilitating the preparation of Form 5500 filings and attachments
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Resolution of complex compliance issues discovered during the audit
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Assistance with prohibited transaction issues
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Assistance with IRS and DOL audits
We can provide these services to the extent permitted by professional standards while complying with government regulations.
Contact us today to learn how our employee benefit services can add value to your plan.
Newsletter
Spring 2013 Newsletter
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What Are Your Benefit Plan Fees Buying You?
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Preparing for the Affordable Care Act's Employer Mandate
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FASB Updates ASC 820
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Profile of an Employee Benefit Services Professional
See more >
Insights
Required Minimum Distribution
As participants get closer to retirement age, they should be aware of the rules surrounding distributions of their retirement account balances. Read our June Quick Tip to learn more about Required Minimum Distribution.
See more >