Employee Benefit Plan Audit Oakland

Overview

Is your company required to perform employee benefit plan audits? Shea Labagh Dobberstein works with businesses and nonprofits in Oakland and the surrounding Bay Area to ensure their 401 (k) audits are executed properly and remain compliant. We also ensure the plans offered are designed to be effective and mutually beneficial to both the participants and the plan sponsors.

During your 401 (k) audit, we’ll share any observations and recommendations related to your:

  • Plan design matters
  • Third-party service providers
  • Plan controls and operations
  • Fiduciary and compliance obligations

Our diverse industry experience includes expertise in the real estate, manufacturing, construction, logistics, distribution, wholesale, food and beverage, and professional services sectors.

To learn more about our employee benefit plan audit services, please contact us for a free consultation. Bill Wright, one of our Principals, would be happy to speak with you. Bill can also be reached at 415.869.5589.

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Among the Top 10% of Accounting Firms in the Nation

SLD has received seven consecutive “unmodified” peer reviews without comments from the American Institute of Certified Public Accountants (AICPA), putting us among the top 10% of accounting firms in the nation. Additionally, our high standards and exceptional service have received recognition from Forbes magazine, earning us a ranking on their 2020 and 2021 lists of “America’s Top Recommended Tax & Accounting Firms.” We were also named a “Top 200 Firm” and “Best of Best Firm” by INSIDE Public Accounting in 2020.

Many of our team members and principals possess decades of experience. Principal Robert (Bob) Zurcher, for example, has been providing audit and assurance services for over 30 years. As a former audit partner for PricewaterhouseCoopers, Bob has provided audit and financial reporting services to public and private companies in varying stages of growth. He, along with our other CPAs, would be happy to help you with your 401(k) auditing needs.