Services

  1. Services
  2. Assurance
  3. Benefit Plan Audits

Overview

Companies and organizations are facing increasing complexity in providing employee benefit plans. Companies with multiple plans face even more challenges in their plan construction, management and compliance. GJM works with plan sponsors to help them control costs, ensure regulatory compliance and increase employee satisfaction through an efficient employee benefit plan audit and solution system.

Our team works hand-in-hand with our clients' outside plan providers to minimize disruption while quickly identifying potential issues and implementing high-quality, cost-effective solutions.

Our Approach

GJM employee benefit plan services include:

  • Employee benefit plan audits
    • Defined contribution plans
    • Defined benefit plans
    • Health and welfare plans
  • Preparing and/or reviewing Form 5500
  • Plan administration and/or record-keeping services
  • Recommendations to help you strengthen your overall plan administration
  • Timely, accurate financial statements that help you make more informed business decisions about the design and management of your plans

Questions? Ask an Expert

Adele Jasion

CPA, CRMA, CGMA

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