From benefit plans with total assets exceeding 500 million dollars to the smallest plans requiring an audit, our depth of experience in auditing employee benefit plans is substantial. We go beyond simply providing you with an audit report and financial statements — we give you information that will enable you to effectively and efficiently manage your benefit plan.

We combine continuous training related to ERISA, DOL, and IRS compliance issues with experience we’ve gained through years of working with partnerships, corporations, not-for-profits, and governmental entities. We not only provide audit services, but offer personal attention to meet our clients’ recordkeeping needs to more efficiently and effectively comply with the myriad of rules and regulations related to benefit plan compliance.

PROUD MEMBERS OF:

301 East Main Street | Suite 1100 | Lexington, Kentucky 40507
Telephone: 859.253.1100 | Fax: 859.253.1384

500 West Jefferson Street | Suite 1600 | Louisville, Kentucky 40202
Telephone: 502.584.1101 | Fax: 502.584.4960