Retirement plans are one of your employees’ biggest concerns. Unfortunately, the financial and regulatory issues are complex and can be overwhelming - and extremely costly.
We are confident in our ability to save you money and time. As a result, you will pay AT LEAST 10% LESS than what you paid for your prior year audit...sight unseen!!! All we need is a copy of your last annual ERISA audit invoice to apply the discount to your current audit.
Forrestall Galeano & Li are members of the AICPA Employee Benefit Plan Audit Quality Center ("EBPAQC"). This membership is only available firms that meet the requirements specific to employee benefit plan audits including policies and procedures for the plan audit practice, continuing professional education and peer review.
Our highly trained team of ERISA experts will help you work through the confusing aspects of your Audit. Here are some advantages of using Forrestall, Galeano and Li to complete your ERISA audit:
- Our partners and senior staff are actively involved in ERISA Audit engagements. The staff members receive in excess of 20 hours of ERISA Audit training each year!!
- You see the same people on your audit every year.
- Our staff is trained in the latest audit and ERISA regulations. We know our job and work very efficiently.
- You get fast, reliable answers. Our Benefits Manager is a former IRS Agent who specialized in retirement plan audits!
- Our staff is dedicated to ERISA audits. Your audit is a priority to us! This dedication allows us to be proactive and we make sure that the work is complete and the applicable deadlines are met.
- We work with a variety of plan administrators and fund managers and we can communicate directly with them if a questions comes up.
When you utilize the ERISA Audit team from Forrestall, Galeano and Li, there will be no need to worry about the confusing maze of benefit plan compliance, administration and audit rules defined by The Internal Revenue Service or The Department of Labor.
Do you have more questions or want a quote? Give us a call at (770) 945-8328 or drop an email to bjones@fglcpa.com.
