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EBP Financial Statement Preparation Assistance

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For many plan sponsors, outsourcing the preparation of their employee benefit plan financial statements, including the supporting trial balances and schedules, is an efficient way to ensure their financial statements comply with the reporting and disclosure requirements applicable to benefit plans.

In addition, for 11-K filings, the SEC independence rules specifically prohibit the plan auditors from compiling financial statements as part of the 11-K audit engagement. We can assist with compiling the financial statements and work hand-in-hand with your benefit plan auditors to help ensure a smooth audit. Our focus and experience enable us to provide process-improvement suggestions, and insight as to best practices.