Retirement Plan Audit Services – Rea CPA
Retirement Plan Audit Services

Protect Your Business With Valuable Insight & Unmatched Quality

Retirement Plan Audit | Choice Matters | Ohio CPA FirmWhen it comes to complying with ERISA compliance regulations and the Department of Labor (DOL), Rea’s retirement plan services professionals have the knowledge and expertise you need to properly identify your obligations and minimize risks.

We’ll collaborate to develop a timeline, discuss the audit process and determine what materials are needed. This way you will know exactly what to expect throughout the process. Our streamlined retirement plan audit process ensures that interruptions minimized, productivity is maximized and that the powers that be are satisfied.

Choose The Best Auditor For The Job

Rea & Associates’ dedicated team of retirement plan audit service professionals conduct more than 100 employee benefit plans each year. Moreover, we are proud to say that, according to DOL statistics, we are one of the premier accounting firms in the state of Ohio and nationally recognized as one of the top 72 firms in the United States for the number of benefit plan audits we conduct. To get to this point, our benefit plan audit experts have undergone rigorous professional development and training to ensure they continuously meet the high standards of the profession.

Whether you need a full audit of your company’s retirement plan or you are looking for ways to get your participant count below the audit threshold, we are here to help.

We’re Ready When You’re Ready

Our retirement plan audit services team specializes in:

  • 401(k) plan audits
  • 403(b) plan audits
  • Profit sharing plan audits
  • Employee Stock Ownership Plan (ESOP) audits
  • Defined benefit plan audits

Need an audit? Contact Darlene Finzer, CPA, QKA, CSA, director of benefit plan audit services, to learn more.


Retirement Plan Audit | DOL Audit | Ohio CPA Firm

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