The right benefit plan is critical to attracting and retaining top talent. We help you audit your employee benefit plans and ensure differentiation and cost savings. As your business competes for top talent, the employee benefit plan is an important part of recruiting and maintaining the best workforce.

Holtzman Partners understands the complexity of ERISA and Department of Labor audit requirements and employee benefit plan audits are an important part of our practice.

We devote a substantial amount of resources to this area, including a dedicated team of professionals that focus on this service. We audit approximately 50 employee benefit plans of various types.

Our staffing model relies on hiring experienced staff with deep experience, which enables us to more efficiently serve our clients’ needs. Our experience includes auditing:

  • Master Trusts
  • Defined Contribution Plans
  • Health and Welfare Plans
  • 403(b) Plans
  • 401(k) Plans

As a member of the AICPA Employee Benefit Plan Audit Quality Center, we stay current on emerging auditing, reporting and compliance issues and apply this knowledge to our client engagements. Our audit approach is efficient and our staff highly experienced, resulting in an efficient, value-added audit process for our clients.

Contact us for a brief consultation so we can assess your situation and determine how to best add value to your organization.