ZD performs a wide variety of full-scope and limited-scope employee benefit plan audits including: defined benefit, 401(k), employee stock ownership and profit sharing plans.  We are a member of the Employee Benefit Plan Audit Quality Center and have over thirty years of experience in this area.

The unique audit and regulatory requirements related to the administration of your company’s employee benefit plans can be complex and administratively burdensome.  At ZD, we implement a streamlined audit process designed to complete our audit with minimal disruption to your day to day operations.  We understand that your time is valuable and work closely with your service providers in obtaining information. As part of our audit approach, in addition to tests of documentary evidence, we also perform the following:

  • Review of Form 5500
  • Ensure compliance with applicable IRC requirements for tax-exempt status
  • Ensure compliance with ERISA plan qualification requirements
  • Report internal control matters, including recommendations, to management

Can we help answer any questions about our services?

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