Employee benefit plans require specialized experience. Yeo & Yeo audits over 30 employee benefit plans annually, giving clients the assurance of accurate and comprehensive audits. The firm demonstrates its commitment to audit quality through its membership in the AICPA’s Employee Benefit Plan Audit Quality Center.

Yeo & Yeo has experience performing full and limited-scope audits for single and multiple employers’ plans that range in size from $500,000 to $11 million.

Audits are performed in accordance with professional standards and ERISA requirements in addition to strict quality control policies of our firm.

The firm’s CPAs provide audits, reviews and compilations of:

• Defined contribution plans, including 401(k) plans
• Defined benefit pension plans
  
  

Additional Services:

• Consult with clients regarding the establishment and administration of pension and employee benefit plans.
  
• Consult on income or estate tax implications.
  
• Evaluate current benefit arrangements.
  
• Regulatory requirement compliance and assistance with record keeping.
  
• Perepare the Annual Report of Employee Benefit Plans (Form 5500) for all types of benefit plans, including retirement and welfare benefit plans.
  
• Assistance with required annual testing for 401(k) and other retirement plans.
  
• Assistance with plan terminations and the related IRS submissions.