Our firm has earned a reputation for professionalism, integrity, and responsiveness. Our practical approach to business and its operations has given us a unique edge in today's complex business environment.Our firm has earned a reputation for professionalism, integrity, and responsiveness. Our practical approach to business and its operations has
given us a unique edge in today's complex business environment.

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Rochester Business Alliance

Employee Benefit Plan Audits

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Qualified retirement and profit sharing plans with over 100 participants are required to obtain an annual audit. Davie Kaplan has assembled a team of professionals with specialized training in all aspects of employee benefit plan audits including the plans' compliance with Internal Revenue Service, Department of Labor and ERISA laws and regulations.

Davie Kaplan's audit and consulting capabilities in this area include the following:

  • Defined benefit plans
  • Profit sharing plans
  • 401(k) and 403(b) plans
  • Health and Welfare Plans
  • ESOPs
  • Review compliance with Plan provisions and DOL regulations
  • Nonqualified deferred compensation plans
  • Risk assessment and internal control reviews
  • Preparation or review of Form 5500

Our experience in this highly specialized area goes far beyond traditional audit services. Please call to discuss how we can assist with your employee benefit plan needs.

If you are just establishing a qualified or nonqualified plan, click on the following link to see how we can help you with our benefit plan consulting and third party administration services

For more information, contact