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Working Relationships

A Team Approach to Auditing Your Plan

Our audit practice is exclusively concentrated in the audits of employee benefit plans - specifically 401(k) and 403(b). At present, our firm is one of the largest providers of audit services in the San Jose/San Francisco Bay Area and nationwide.

We have experience with the following employee benefit plan service providers:


Third Party Administrators

• Pension Specialists, Inc.
• The Standard
• Plan Design Consultants, Inc.
• Fred Gawlick and Associates
• WESPAC, Inc.
• Ascensus
• Fidelity
• Digital Retirement Service
• Merrill Lynch
• Principal
• ING
• ADP
• Alerus

Investment Managers

• Aetna
• Charles Schwab
• Fidelity
• Hartford Life  Insurance
• Mass Mutual
• Merrill Lynch
• Nationwide Life Insurance
• Principal
• Standard Life Insurance
• ING
• John Hancock Life Insurance

Our "team approach" to auditing your plan will give you assurance that your plan is in compliance with IRS, DOL, and ERISA rules and regulations.