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Audit of Benefit Plans


Audits of Benefit Plans

Baratz & Associates is a member of the AICPA Employee Benefit Plan Audit Quality Center. Baratz & Associates serves as a consistent and reliable source for plan administrators and trustees throughout the year by offering updates on regulatory changes issued by the Department of Labor (DOL) and Internal Revenue Service (IRS). Our clients receive continuity from our professionals who are knowledgeable about their specific plans.

The specialized services we provide include but are not limited to:

·         Form 5500 preparation

·         Full Scope and Limited Scope Audits

-Single and Multiemployer Plans

-Defined Contribution Plans

-Defined Benefit Plans

-Health and Welfare Plans

-Pension Plans

·         Payroll Audits of participating employers for multiemployer plans

·         Agreed upon procedures engagement

·         Assistance in responding to regulatory agency inquires or audits

·         Assistance with bookkeeping and accounting services

·         Internal Control analysis

·         Expense allocation studies

·         8955-SSA

·         Form 720

·         Form 990 






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