Employee Benefit Plan Audit Services

With over 50 years of combined experience with 401(k) single-employer and multi-employer plans, we bring a superior level of experience and knowledge to your employee benefit plan (EBP). We conduct our audits in a way that maximizes audit efficiency and offers your plan administrator and HR team personal service.

At Kruggel Lawton we are committed to providing you the highest quality audit possible. We understand how complex this area can be...and the costly mistakes to avoid. That's why we have a dedicated team of auditors with specialized knowledge and experience to ensure compliance with Employee Retirement Income Security Act (ERISA) requirements and other regulations impacting your EBP audit.

Our Quality Commitment
As a member of the American Institute of CPAs Employee Benefit Plan Audit Quality Center, we are committed to holding to the highest quality standards. Our membership requires that we:

Employee Benefit Plan Audit Services Include:

Staff Expertise
Our team of EBP specialists stays current in this highly technical practice area by attending the annual AICPA National Conference on Employee Benefit Plans and other relevant seminars, and by reviewing monthly publications from BDO U.S.A.

For more information about our employee benefit plan audit services contact Partner Bill Heffelfinger at 574.289.4011, x243 or Partner Steve Beasy at 574.264.2247, x333.


Is Your Employee Benefit Plan Auditor Qualified?

Form 5500 Requirements for Health & Welfare Benefit Plans

First Time Plan Audits - What to Expect


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Stephen Beasy, CPA

Elkhart, IN
574.264.2247 ext. 333

Aaron O'Dell, CPA

Knoxville, TN

Submit a Request for Proposal

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