Retirement Plan Audits

Implementing a retirement plan for employees can be one of the most rewarding decisions an organization can make. Retirement plans help employers attract and retain talent as well as provide savings vehicles for employees as they build for their futures.

There are also important responsibilities that come with managing retirement plans, including compliance with applicable laws and regulations. As a result, federal law generally requires that plans with 100 or more participants have an audit.  Firms that conduct a few audits cannot afford to spend the time training to keep current on regulations and have limited experience understanding what to look for before and during a retirement plan audit engagement. This is where we can help.

With Clark Nuber, you’d be engaging highly skilled professionals with the experience to back it up. We are 1 of 94 CPA firms in the nation that audit more than 100 plans. Our clients have plans ranging from $300,000 to over $1 billion in assets. In total, we audit over 200,000 participants with over $6B in plan assets.

Some of the advantages of using Clark Nuber are:

  • Front Loaded Audits – The first phase of the audit is done internally in our office so when we visit your location we already have spotted and highlighted issues. This better uses your time and minimizes disruption to your operations.
  • Efficient Processes – Our investment in benefit plan audit training, the volume of audits we conduct, and our experience in this audit niche have created efficient and cost-effective methods, which translates to a high quality, competitively priced engagement.
  • Secure File Protection – We use a secure web portal to safely transfer and store your confidential records.

Ready to talk?

Contact us to get the conversation started.

Testimonial

It’s hard to imagine using the word ‘fantastic’ in reference to an accounting firm, but that’s what comes to mind when I think of everyone I’ve come in contact with from Clark Nuber. They do a great job from an accounting standpoint, but it is the people I work with who are really warm and personable. They are service-oriented and work as a team with everyone.

Heather Bolek

Assistant Vice President of Human Resources,
Financial Pacific Leasing

Testimonial

During the proposal process, the people from Clark Nuber were very responsive and sensitive to our issues. I thought that if they paid that kind of attention right up front, then they would certainly do the same thing during the actual job. I was right. They delivered what they said they would, and when they said they would. It was an effortless process from my standpoint.

Phil Romney

Vice President of Finance,
SeaBright Insurance