Retirement Plans

Our highly qualified VTD team of auditors is dedicated to achieving the highest quality and most efficient audits of Employee Benefit Plans. We understand the unique requirements of 401(k) and 403(b) defined contribution plans and ESOP Retirement Plans, having assembled a highly specialized audit team that will perform the audit in an efficient and professional manner. Our team is very familiar with compliance; that means all the appropriate standards and changes in technical, legislative and regulatory requirements. You’ll find we consistently plan and execute our audits to maximize audit efficiency and effectiveness as we provide quality services to your plan administrator and human resources personnel.

VTD is a member of the AICPA Employee Benefit Plan Audit Quality Center, which provides continuous updates to changes in Department of Labor and Internal Revenue Service regulations as well as practical applications for new accounting standards on Retirement Plan Reporting.

Our employee benefit plan audit services include:

  • Pension Plans including 401(k), 403(b) and ESOP plans subject to the Employee Retirement Income Security Act (ERISA) and the regulatory authority of the US Department of Labor (DOL).
  • Preparing IRS Form 5500 and summary annual reports

Resources

To assist Plan Sponsors and Employers in meeting their fiduciary responsibilities, the Employee Benefits Security Administration (EBSA) has prepared a free guide entitled “Meeting Your Fiduciary Responsibilities,” available by contacting www.dol.gov/ebsa/publications/fiduciaryresponsibility.