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If your business provides an employee benefit plan with more than 120 eligible participants, you are required by the Department of Labor to conduct an annual audit. This requirement applies to pension plans, 401(k) plans, 403(b) plans, ESOPs and other defined benefit plans. It is designed to act as a safeguard against fraud and abuse, and there are a multitude of penalties that can result if the required filings are not done correctly.

The audit process can be complicated, time consuming, and frustrating. That’s why choosing the right partner to help you navigate your employee benefit plan audit matters.

The members of Gray, Gray & Gray’s Employee Benefit Plan Audits Practice Group are experienced professionals with specialized knowledge who perform every benefit plan audit quickly and efficiently, including preparation of Form 5500 and other filings for benefit plan engagements.

Then we take the next step by giving you the power to do more. With our expert analysis, an employee benefit plan audit can identify ways to help you more effectively and efficiently manage your employee benefit plan.

Our dedicated practice group is the best way to ensure you are receiving the quality of service you need, while also getting more from the benefit plan audit process.

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ESOP Plans

Business owners looking for a viable exit strategy or wanting to reward their employees by making them business owners should consider forming an Employee Stock Ownership Plan (ESOP).

ESOPs can be beneficial for both owners and employees. Owners who are retiring or exiting the business receive liquidity of their ownership interest. Employees become part owners with future benefits tied directly to the financial performance of their company. Read More

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Our Memberships

In order to better serve our audit clients and to remain on the cutting edge of audit regulations, Gray, Gray & Gray is an active member of the Public Company Accounting Oversight Board (PCAOB) and the Employee Benefit Plan Audit Quality Center (EBPAQC). These affiliations give you added assurance that your benefit plan work will be done in accordance with the latest requirements and given the appropriate attention by the specialists assigned to the engagement. This ensures that all of the applicable ERISA and DOL rules and regulations will be followed and all of the required disclosures will be made.

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