Obtaining a thorough audit of your employee benefit plan is vital in these challenging times. All plan participants, from administrators to employees, need reliable information to help make sound decisions.
A quality audit helps protect the assets and financial integrity of your employee benefit plan and ensures that necessary funds will be available to pay retirement, health, and other promised benefits.
A quality audit also helps carry out your legal, fiduciary and financial responsibility to file a complete and accurate annual report for your plan each year. We work with you and your third party administrators to ensure that your fiduciary responsibilities are fulfilled and that your participants are well served.
Milligan’s employee benefit teams provide services for plans at small, private company plans to those with assets over $2+ billion and participants exceeding 60,000. Our clients include large plans with substantial internal support and in-house technical expertise as well as smaller plans that rely on Milligan’s employee benefit teams to provide this support and expertise.
Our auditors are familiar with all plan types including Pension, Profit Sharing, 401(K)s, Employee Stock Ownership Plans, Cash Balance Pension Plans, Health and Welfare Plans, Other Hybrid Retirement Plans, SEPs and 403(B)s. Milligan also has an in-depth knowledge of government plans that are subject to state regulatory requirements rather than ERISA.
For more information, please contact us.