Bridging the assurance you want with the compliance that's required

401(k) or 403(b) plans with 100 or more participants may be required to submit audited financial statements with their Form 5500. Turn to RitzHolman CPAs to determine your filing requirement and specific plan needs.

Employee benefit plans are subject to both Employee Retirement Income Security Act (ERISA) and Internal Revenue Service (IRS) regulations. These regulations, as well as plan sponsor’s fiduciary obligations, make audits of 401(k) and 403(b) plans complex and intricate. Let our skilled CPAs help you navigate the audit process.

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RitzHolman's Unique Approach

Our team values communication and collaboration with third party administrators, maintains up-to-date knowledge of the regulatory environment and fosters a commitment to quality and independence on our audits.

Commitment to Quality

As a member of the American Institute of Certified Public Accountants’ (AICPA) Employee Benefit Plan Audit Quality Center, we have the knowledge and resources to stay current in today’s ever changing environment.

Commitment to Collaboration

Our passion for the businesses and nonprofit organizations we serve extends to the benefit plans you have in place for your greatest asset – your people. We will work to gain an understanding of your organization and your employee benefit plan operations, and utilize a positive, collaborative approach to the audit with plan administrators and third party vendors.