Employee Benefit Plans

Overview

When not executed properly, 401(k) audits can be confusing, expensive and laborious. With over 70 years of experience, Shea Labagh Dobberstein is a local San Francisco Bay resource that you can fully rely on to guide you through the subscomplexity and mitigate your risk exposure – saving your organization time and money.

The SLD Advantage – SLD is proud to hold the distinction of being among the top 10% of accounting firms in the country, based on a recent peer review report. We are a voluntary member of the AICPA Employee Benefit Plan Audit Quality Center, which was established to promote the quality of employee benefit plan audits.

Annually, we provide audit services to close to 100 employee benefit plans. Our focused benefit plan analysis expertise and experience enables us to provide results that go beyond simply meeting requirements. This includes first-hand access to:

  • Technical Expertise – Your audit will be conducted by a seasoned practitioner who specializes in employee benefit plans and will be your key point person throughout the entire audit process. Many of our auditors have significant experience and training with the Big 4 and other national firms.
  • Cost Efficiency – Without the exorbitant overhead and unnecessary layers of staff common at larger firms, we offer you the most competitive pricing in the Bay Area.
  • Clear Communication – We structure our audits with 1:1 communications between your SLD-dedicated auditor and your plan administrator to avoid confusion and optimize efficiency. Our direct involvement with trustees and plan administrators frees you up to focus on your core business.
  • Timeliness Assurance – Eliminate the worry of filing deadlines! We design and implement our audits to follow a detailed workflow schedule.

Interested in learning more about employee benefit plans?

View our insights and resources. Additionally, subscribe to our mailing list below to have valuable employee benefit plan-related news and content sent to you. You’re also welcome to contact Shea Labagh Dobberstein today for a free, no-obligation benefit plan analysis, consultation and quote.

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