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Request for Proposal
Interested in our services? We are happy to provide you with more information on our services and differentiating factors.
Resources
Are you nearing 100 participants in your benefit plan? If so, you will need to begin preparing for your first audit. Check out our helpful guide.
Blogs
Our recent blogs can be found here, highlighting recent regulatory updates and accounting best practices for your benefit plan.
Employee Benefit Plan Services
30+ Years Experience
We have extensive experience in performing both limited and full-scope audits for defined benefit and contribution plans. Our team enhances our experience with technical training on all IRS, ERISA, and DOL regulatory changes.
High Quality, Risk-Focused Audit
We have developed and utilize audit templates that ensure that each audit is thorough and meets the same standard. Rest assured that we have been through annual Department of Labor audits and reviews, with no findings or issues.
Secure, Electronic File Sharing
You will have the ability to upload and securely send documents to all members of your engagement team using our cloud-based system. Your final audit will be delivered securely to you through the same system.
High Industry Standards
Harris is a member of the AICPA’s Employee Benefit Plan Audit Quality Center (EBPAQC) and the Western Pension & Benefits Council (WP&BC). These associations recognize firms with high professional standards and provide technical training.
Transparent Pricing
We have up-front, flat-fee pricing you can count on with no hidden fees. We base our prices on the number of employees in your organization, and other extenuating circumstances which are discussed in advance.
Comprehensive plan services
Aside from our technical competence, the Harris team is committed to making the audit and Form 5500 filing a comfortable, stress-free exercise for your team. We conduct the audit within an agreed upon time-frame and with minimal disruption to your team. Our employee benefit plan audit and tax services include:
- Full- and limited-scope audits and Form 5500 filing for all types of employee benefit plans, including:
- defined contribution retirement plans, such as 401(k), 403(b), and profit-sharing plans
- defined benefit retirement plans (pension plans)
- nonqualified deferred compensation plans
- Employee Stock Ownership Plans (ESOPs)
- health and welfare plans, including multiple-employer plans
- Representation before the Department of Labor or IRS in the event that you receive an inquiry or other correspondence regarding your plan—whether or not we audited it. This includes helping you navigate the correction process.
Year-round plan support
Partnering directly with your staff and various plan service providers, we will ensure the most efficient and productive services are provided to your plan. Having a consultant to help you manage all stages of managing your employee benefit plan is a vital role. Harris is committed to building strong client relationships and believes in a teamwork approach. With services ranging from helping you select a service provider, preparing for your first audit, or verifying that you are in compliance with the Affordable Care Act, the team at Harris is with you every step of the way.
Recent Industry Blogs
Plan Sponsor Alert: Changes to the 2023 Form 5500
July 13, 2023Insight on DOL’s 2023 New Regulatory Agenda for Plan Sponsors
February 21, 2023IRS Announces Increased Mileage Rate for Remainder of 2022
June 15, 2022Harris CPAs 2022 Economic & Tax Update Recap
February 7, 2022Industry Associations
