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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.



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