Our Services - PlanChec(k) CPAs


Retirement Plan Audits

If your company provides retirement plans to more than 100 people, the government requires a yearly audit. Our team’s expertise and audit focus will bring efficiencies to the plan audit process while ensuring your plan audits adhere to government regulations.

As a fiduciary and sponsor of a retirement plan, the annual audit is the best way to ensure you are fulfilling your fiduciary responsibilities of operating the Plan in accordance with DOL and IRS guidelines. By hiring a qualified auditor, the audit will help provide an opportunity to find savings and streamline your management process. At PlanChec(k) CPAs, we have highly trained and experienced staff to help streamline the following ERISA employee benefit plan audits:

  • Defined Contribution 401(k) Plans
  • Defined Contribution 403(b) Plans
  • Cash Balance and Profit-Sharing Plans
  • Defined Benefit Pension Plans
  • Employee Stock Ownership Plans
  • Multiple Employer Pension Plans (MEPS)
  • Collectively Bargained Pension Plans
Retirement plan audits are a great way to invest in your company! Take a deeper look at how your money is being spent, how benefits are being managed and how your company can improve.

Competitive Pricing
At PlanChec(k) CPAs, we are committed to providing the best in expertise, quality, efficiency, and cost. Our competitive pricing plan allows you to get the auditing services you need without breaking the bank.

Unlike most other companies, we have nearly 60 years of combined experience in retirement plan audits. While other firms take the summer off, we keep working to ensure you have access to the financial services you need.