Employee Benefit Auditors Who Help You Balance Compliance and Costs

Whether you are a large employer with multiple plans or a small employer with a single plan, our auditors can help you balance compliance while managing costs.

Employee benefit plans are a complex, specific area of accounting and reporting. You need a team of accountants who are:

• Experienced and specialize in 401(k) audits (and other employee benefit plan audits)
• Dedicated to being knowledgeable in the changing annual accounting and reporting requirements
• Ensuring that you remain ERISA- and DOL-compliant at an affordable price

Services that Provide Peace of Mind, With No Surprises

Our Dallas-Fort Worth area accounting firm is committed to achieving the highest quality employee benefit plan audit for you. We understand the challenges employee benefit plan administrators face, including increased responsibility and managing employee satisfaction, so we know that the last thing you want to stress over is your plan audit. We offer services that allow you peace of mind, with no surprises. Such as performing several of our audit procedures electronically from our office.

Our team of trained professionals possess the specialized knowledge and experience to ensure compliance with the appropriate standards and regulations. We also attend employee benefit plan-specific training to ensure that we stay current with the ever-changing IRS, Department of Labor and accounting requirements. As a member of the American Institute of CPAs' Employee Benefit Plan Audit Quality Center (EBPAQC), Cornwell Jackson has established quality control programs and integrated best practices.

Talk to us today.

Employee Benefit Plan Services:

• Form 5500 preparation
• Defined contribution plans - 401(k) plans, 403(b) plans, profit sharing plans, employee stock ownership plans
• Defined benefit plans - pension plans
• Full and limited scope audits

Experience - Plan Custodians/Trustees:

• ADP
• America's 401(k)
• Charles Schwab
• Daily Access
• Fidelity
• Great West
• The Hartford
• ING
• John Hancock
• Mass Mutual
• Milliman
• Nationwide
• Principal
• Wells Fargo

Industry Network Association Links:

• Employee Benefit Plan Audit Quality Center (EBPAQC)
• Society for Human Resource Management (SHRM)
• Dallas Human Resource Management Association (DHRMA)

Employee Benefit Plans Contact:

• Matt Groves, senior audit manager

We want to earn your trust. Call us to schedule an appointment with one of our accountants, in Plano, Texas, and learn how we can help you achieve your company goals: 972-202-8000.

“About four years ago, Cornwell Jackson took over our six employee benefit plan audits. With Cornwell Jackson’s efficiency and expertise on employee benefit plans, I don’t have to worry about audit compliance anymore. They provide value by making the process seamless for me and my staff, keeping us current with DOL/IRS regulations to ensure compliance, and all for lower fees than we were previously being charged. I would highly recommend Cornwell Jackson for employee benefit plan audit needs.” –Linda Prochaska, Director-Human Resources, Darling International