Employee Benefit Plans

Employee benefit plans are a complex, specialized area of accounting and reporting. You need a team of accountants who are experienced in this industry and dedicated to being knowledgeable in the changing annual accounting and reporting requirements.

Cornwell Jackson is committed to achieving the highest quality audit for all of our clients, auditing more than 50 plans each year with more than 100 participants. Our dedicated team of trained professionals possesses the specialized knowledge and experience to ensure compliance with the appropriate standards and regulations. We also attend employee benefit plan specific training on an annual basis to ensure that we stay current with 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 that benefit our clients. Additionally, we are registered and in good standing with the Public Company Accounting Oversight Board (PCAOB).

The Cornwell Jackson team provides the following 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

If this is the first year your plan will require an audit, or you’d like a free comparable quote, please email or call us at (972) 202-8000.