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Are you nearing 100 participants in your benefit plan? If so, you will need to begin preparing for your first audit. Check out our helpful guide.

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Our recent blogs can be found here, highlighting recent regulatory updates and accounting best practices for your benefit plan.

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Employee Benefit Plan Services

As an employee benefit plan sponsor, you’re legally responsible for meeting complex federal requirements. A plan audit validates the accuracy of your plan’s financial statements and determines whether the plan is being operated correctly. We understand these complexities and can help lead the way.

    30+ Years Experience

    We have extensive experience in performing both limited and full-scope audits for defined benefit and contribution plans. Our team enhances our experience with technical training on all IRS, ERISA, and DOL regulatory changes.

    High Quality, Risk-Focused Audit

    We have developed and utilize audit templates that ensure that each audit is thorough and meets the same standard. Rest assured that we have been through annual Department of Labor audits and reviews, with no findings or issues.

    Secure, Electronic File Sharing

    You will have the ability to upload and securely send documents to all members of your engagement team using our cloud-based system. Your final audit will be delivered securely to you through the same system.

    High Industry Standards

    Harris is a member of the AICPA’s Employee Benefit Plan Audit Quality Center (EBPAQC) and the Western Pension & Benefits Council (WP&BC). These associations recognize firms with high professional standards and provide technical training.

    Transparent Pricing

    We have up-front, flat-fee pricing you can count on with no hidden fees. We base our prices on the number of employees in your organization, and other extenuating circumstances which are discussed in advance.

      Remote Capabilities
      We have the capability to perform your benefit plan audit remotely, allowing us to service clients throughout the United States without the the extra cost of travel, and in most cases, at a lower fee than firms in the larger markets. We know the value of your time and our process is designed to reduce the annual burden that annual compliance can have on your team.

      Comprehensive plan services

      Aside from our technical competence, the Harris team is committed to making the audit and Form 5500 filing a comfortable, stress-free exercise for your team. We conduct the audit within an agreed upon time-frame and with minimal disruption to your team. Our employee benefit plan audit and tax services include:

      • Full- and limited-scope audits and Form 5500 filing for all types of employee benefit plans, including:
        • defined contribution retirement plans, such as 401(k), 403(b), and profit-sharing plans
        • defined benefit retirement plans (pension plans)
        • nonqualified deferred compensation plans
        • Employee Stock Ownership Plans (ESOPs)
        • health and welfare plans, including multiple-employer plans
      • Representation before the Department of Labor or IRS in the event that you receive an inquiry or other correspondence regarding your plan—whether or not we audited it. This includes helping you navigate the correction process.

      Year-round plan support

      Partnering directly with your staff and various plan service providers, we will ensure the most efficient and productive services are provided to your plan. Having a consultant to help you manage all stages of managing your employee benefit plan is a vital role. Harris is committed to building strong client relationships and believes in a teamwork approach. With services ranging from helping you select a service provider, preparing for your first audit, or verifying that you are in compliance with the Affordable Care Act, the team at Harris is with you every step of the way.

      Industry Associations


      Employee Benefit Plan Industry Team Leader


      Derrick Lasley, CPA

      Want to hear more about our accounting services? Speak with one of our experts.