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Where to find us

726 Exchange Street, Suite 822
Buffalo, NY 14210
Phone: 716-854-5034
Fax: 716-854-7195

Retirement Plan Audits

Retirement Plan Audits

We are committed to achieving the highest quality audit possible. We understand the complexity of performing employee benefit plan audits and that’s why we have a dedicated team of auditors that possess the specialized knowledge and experience to help ensure compliance with the appropriate standards and changes in regulations that may impact your firm’s employee benefit plan audit.

As auditors performing quality pension and 401(k) plan audits, we bring a superior level of experience and knowledge to you. We plan and execute our audits in a way that maximizes audit efficiency and quality. We offer your plan administrator and human resources personnel confidence in their plan reporting and management.

As a member of the American Institute of CPAs Employee Benefit Plan Audit Quality Center, we are committed to adhering to the highest quality standards by voluntarily agreeing to the Center membership requirements, which include designating a partner responsible for our employee benefit plan audit practice, establishing quality control programs, performing annual internal inspection procedures, and making our peer review report findings publicly available.

Our goal is to continue to enhance our quality initiatives within our employee benefit plan audit practice to deliver the highest quality audit services possible.

Employee Benefit Plan Audit Services

Our employee benefit plan audit services include:
  • Pension and 401(k) plans subject to the Employee Retirement Income Security Act (ERISA) under the regulatory authority of the U.S. Department of Labor (DOL).
  • Consulting services related to employee benefit plans
  • Accounting services related to employee benefit plans
  • Preparing IRS Form 5500 and summary annual reports
  • SAS 70/SSAE 16 audit engagements

Staff Expertise

Our team of employee benefit plan auditor specialists stays current in this highly technical practice area by attending various continuing education programs including the annual AICPA National Conference on Employee Benefit Plans and other relevant seminars and resources.
For more information about audit quality, visit the Employee Benefit Plan Audit Quality Center.

Meet the experts

David Di Matteo
David Di Matteo