Offering 401K Audits Nationwide
 Benefit Plan Auditing Services
I am a sole practitioner that works exclusively on audits of employee benefit plans. I perform audits of a variety of types of defined contribution benefit plans including:
Why choose me as your benefit plan auditor?
Quality - The audits of benefit plans are a very specialized field. There are many ERISA, DOL and IRS requirements that your plan needs to comply with. Since I devote 100% of my time to employee benefit plan audits, you can be assured that you will be receiving a quality audit.
Cost - Due to my expertise and experience with benefit plan audits, I am able to perform a very efficient, cost effective audit.
Service - Since I work exclusively on benefit plan audits, your benefit plan will be my #1 priority. As long as I receive all the information requested, you can generally expect to receive the final audit report 2-3 weeks after field work.
Request a Quote
To receive a quote on the audit of your benefit plan, please contact me. Phone: (352) 794-3879 Or Email: ed@edserra.com
 Paperless Pension Audits
Our pension audits are performed off-site in our own office. We have the state-of-the-art auditing software that enables us to perform "paperless audits" (electronic audits). This enables us to perform audits nationwide. Our audit requests are designed to meet the stringent and specialized audit requirements of the Department of Labor and the AICPA.
Participant and plan level reports are furnished to us by the custodian of the investments. Once we are engaged to perform the audit, we will contact the custodian to request that these reports be sent to us. We will also request from the employer selected copies of its reports generated from its HR and Payroll department as it relates to the 401(k) plan participants. These types of reports can be emailed (scanned), mailed or faxed to us.
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