Benefit Plans

Get More from Your Benefit Plan Audit

In today's tight labor market, offering options like employee benefits and 401(k)s can help you attract and retain the people you need to run your business. But simply having plans isn't enough; you must ensure that those plans are managed properly by reputable service providers who are making sound financial decisions with the money your team members trust you to protect. Without proper oversight, you can quickly lose the trust of your team and put their financial future at risk. 

 

AGL understands the complexities that come with operating a plan and have dedicated substantial resources and training to ensure our auditors stay up to date with the ever-changing laws that regulate them. With increasing federal scrutiny on plans in recent years, it is important to properly manage your plans, but to feel confident that they will stand up if audited by the IRS or Department of Labor.  

 

As a member of the AICPA Employee Benefit Plan Audit Quality Center, you can trust that we are committed to providing the highest quality audit possible for your company.

What We Do

  • Defined contribution plans
  • Defined benefit plans
  • Profit sharing plans
  • Health and welfare plan
  • Employee Stock Ownership Plans (ESOPs)

Who We Serve

  • Corporations
  • Partnerships
  • S Corporations
  • Non-profits & tax-exempt entities
  • Associations & foundations

Your benefit plan audit guide

Jim Leutenegger is a tax partner with more than 20 years of experience of providing tax consulting and compliance services to small and middle market businesses.  Jim has extensive experience working in the technology, professional services, distribution and light manufacturing industries operating in all 50 states and with considerable inbound and outbound transactions worldwide.

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