Employee benefit plan audits involve specialized reporting requirements, plan operations, participant information, and regulatory considerations. For plan sponsors, navigating these responsibilities requires careful preparation and an audit process that provides confidence in the integrity of the plan’s financial reporting.
Tronconi Segarra & Associates provides employee benefit plan audit services designed to help plan sponsors meet their responsibilities and navigate audit requirements with greater clarity. Our experienced professionals bring specialized knowledge and best practices, a thorough approach, and responsive communication to the engagement while coordinating with the parties involved in plan administration and reporting.
An employee benefit plan audit requires attention to both financial reporting and the underlying activities and processes of the plan. Tronconi Segarra & Associates helps plan sponsors navigate the audit process, understand reporting considerations, and address issues that may arise during the engagement.
Our proprietary client satisfaction research reflects a Net Promoter Score (NPS) weekly average of more than 85 out of 100, demonstrating strong client satisfaction with our service, responsiveness, value, and proactive guidance.*
Our professionals bring more than 155 combined years of prior experience at large, national CPA firms, bringing that perspective to the guidance we provide clients.
An employee benefit plan audit is more than an annual requirement. A thorough audit can help support transparency, accountability, and confidence in plan financial reporting for plan sponsors and participants.
Tronconi Segarra & Associates approaches employee benefit plan audits with careful attention to the financial information, documentation, processes, and plan activity relevant to the engagement. Our professionals communicate throughout the process to help plan sponsors understand requirements, respond to information requests, and address reporting or process considerations that may arise.
This combination of specialized knowledge, experience, a thorough process, and responsive communication helps clients navigate their responsibilities with greater clarity.
Employee benefit plan audits have considerations that differ from traditional financial statement audits. Plan sponsors benefit from partnering with professionals who understand the specialized nature of these engagements and can guide them through the process.
Tronconi Segarra & Associates brings focused audit knowledge and a responsive approach to employee benefit plan engagements. Our experienced professionals coordinate with plan sponsors, administrators, and advisors as appropriate, helping keep communication clear and the audit process moving forward.
We focus on delivering a thorough engagement while helping clients better understand the reporting and process considerations relevant to their plans.
Whether your organization is preparing for an annual plan audit or navigating benefit plan reporting requirements, Tronconi Segarra & Associates can help you understand the audit process, prepare for the engagement, and address relevant reporting considerations.
