Services provided to Employee Benefit Plan clients

  • Financial statement audits (full scope and limited scope) in compliance with standards established by the AIPCA and the Department of Labor (DOL)

  • Tax compliance and consulting, including preparation of Forms 5500 and 990

  • Consultation regarding previous plan noncompliance with DOL/ERISA rules and regulations

Experience with complex issues unique to employee benefit plans

  • Defined benefit plans (pension plans)

  • Defined contribution plans (profit-sharing and 401(k) plans)

  • Employee stock ownership plans

  • Health and welfare benefit plans

  • Plan terminations and curtailments

  • 80/120 participant rule for determining whether a plan audit is required

  • IBNR calculations

  • Erwin & Company is member of the AICPA Employee Benefit Plan Audit Quality Center