Our Industries

Our clients work in a wide range of areas and provide our communities with invaluable services. Rely on our industry-specific knowledge to discover better opportunities for your business.

Employee Benefit Plans

A PLAN WHERE EVERYONE WINS

Employee benefit plan audits require specialized knowledge, technical accuracy, and a clear understanding of regulatory expectations. HHM CPAs brings decades of focused experience to help plan sponsors meet compliance requirements, strengthen internal controls, and protect the integrity of their plans.

THE HHM DIFFERENCE

HHM has built a strong, well-established specialty in employee benefit plan auditing. Our team understands the unique challenges faced by plan administrators and remains engaged year-round in national and regional training to stay current on DOL regulations, AICPA standards, and emerging issues.

We take time to understand how your plan operates and tailor our audit approach to the areas of greatest risk and significance. This results in a more efficient audit experience and meaningful recommendations that support plan performance, fiduciary oversight, and compliance.

SPECIALIZED EXPERTISE ACROSS PLAN TYPES

Our employee benefit plan team has extensive experience auditing:

  • 401(k), 403(b), and 457 plans
  • Defined benefit pensions plans
  • ESOPs
  • Health and welfare benefit plans
  • Multi-employer plans

Many of our professionals serve as instructors and contributors to national employee benefit plan audit training programs, helping ensure our clients benefit from advanced technical knowledge and best practices.

COMMITMENT TO QUALITY AND COMPLIANCE

Beyond our client work, HHM is frequently engaged to perform peer reviews for other CPA firms and advise on complex employee benefit plan audit issues — a testament to the depth of our expertise and the trust placed in our methodology.

A BETTER PLAN OF ACTION

The key to auditing Employee Benefit Plans is not merely producing financial statements. Rather, it’s in successfully managing your plan—that’s where we can help. Let us help you streamline the process of preparing your Department of Labor (DOL) filing.

RECOGNIZED SPEAKERS IN EBP AUDIT QUALITY

The following are sessions led by Randy Dummer, our Partner in Charge of Employee Benefit Plan audits and a nationally recognized EBP instructor.

  • AICPA - 401(k) Plan Audit Webcasts
  • AICPA - Employee Benefit Plan Audit Courses
  • AICPA - EBP Audit Quality & Peer Review Sessions
  • AICPA - National Employee Benefit Plans Conference
  • MNCPA - Employee Benefit Plans Conference
  • MACPA - ERISA Employee Benefit Plan Audit Training
  • Various State CPA Societies - EBP Audit Education & Trainings
  • National Webcasts on ERISA, EBP Audits, and Audit Methodology

CONNECT ALL THE DOTS

The daily operation of your plan isn’t always an open book, since plans are often serviced by third-party providers and implemented within your company by multiple individuals (or even departments). That’s where we come in.

Contact us to get started today.

Employee Benefit Plan Resources

TRUST MATTERS
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