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Employee Benefit Plans

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Lewis, Kisch & Associates, Ltd., performs employee benefit plan (EBP) audits that are subject to the Employee Retirement Income Security Act (ERISA). Employee benefit plans are typically required to file an audit along with their Form 5500 if they are considered a large plan by the US Department of Labor (DOL). We perform audits for a variety of plan types that have investments held at various brokerage firms.

Our firm is a member of the AICPA's Employee Benefit Plan Audit Quality Center, and our EBP audit staff have industry-specific training and certifications. Please contact Tom Madsen if you would like to request a proposal for an employee benefit plan audit, or if you have any questions related to employee benefit plans.

AICPA Employee Benefit Plan Audit Quality Center Member