Employee Benefit Plan Audit Services

HTB ensures that your benefit plans are not only compliant but also serving the best interests of your employees. We analyze plan documents, financial records, and compliance reports to ensure accuracy, fairness and adherence to legal requirements.

Our team of specialists is well-versed in the complex world of employee benefits, and we’re here to make sure your plans are on the right track. 

Plans Audits

At HTB, we go beyond performing audits of employee benefit plans to ensure regulatory compliance and financial accuracy. Our service is designed to not only meet regulatory requirements but also contribute to keeping your employees satisfied. These plans include:

  • 401(K)
  • Single and Multiple Employee Plans 
  • 403(b)
  • Defined Benefit Plans
  • Employee Stock Ownership Plans (ESOP)
  • Our audits help you maintain the integrity of these plans, instilling confidence and satisfaction among employees, ultimately fostering a positive work environment.

Assistance with Correcting Plan Operational Errors

Running a business effectively requires a well-managed retirement plan that not only provides financial security for employees but also minimizes the risk of penalties and compliance issues. By addressing plan errors promptly and accurately, we help you maintain compliance and mitigate potential risks. Our in-depth knowledge of retirement plan regulations ensures that you receive expert guidance, allowing you to navigate the correction process with confidence.

Preparation of Form 5500

Form 5500 is a crucial document required by the Employee Retirement Income Security Act (ERISA) for employers who sponsor employee benefit plans. With our comprehensive knowledge of the IRS and Department of Labor regulations, we specialize in handling the intricacies of Form 5500 preparation for a wide range of businesses and organizations. Whether you have a small business or a large corporation, we have the expertise to navigate the complexities of your unique business.