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Benefit Plan Audit Services

Malin, Bergquist adds value to clients’ employee benefit plan audits with knowledge, experience, and skills necessary to deliver you a quality, cost-effective audit and peace of mind.

These audits help clients comply with the Internal Revenue Service (IRS) and the Department of Labor (DOL) which are placing greater scrutiny on benefit plan financial statements and imposing hefty penalties on plan administrators who neglect to file or file deficient audit reports.

Our team of qualified benefit plan auditors’ stays abreast of and complies with the new reporting requirements and stringent regulations that are constantly being imposed by the IRS and the DOL.
You can count on us to:

  • Perform compliance reviews of defined benefit plans, defined contribution plans, and employee stock ownership plans (ESOPs)
  • Perform Full and Limited Scope Audits of defined benefit plans, defined contribution plans, and ESOPs
  • Prepare IRS (Form 5500) Filings
  • Assist with Plan Accounting and Financial Statement Preparation
  • Provide Information Systems Support

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