Skip to content

We Perform Employee Benefit Plan Audits & Services For a Variety of Defined Contribution Plans

Metz & Associates CPA, PC performs benefit plan audits for a variety of defined contribution plans that are covered under the Employee Retirement Income Securities Act (ERISA).  We have a team of highly qualified auditors with extensive experience and training in employee benefit plan engagements.

We work with a wide variety of plan types including full and limited scope audits of:

·         Defined Benefit Plans

·         401(K) Plans

·         Profit Sharing Plans

·         403(b) and 401(a) plans

·         Other Defined contribution plan types

Our efficient audit approach is based on our extensive experience working with employee benefit plans. Our audit team works with most major investment and recordkeeping platforms that servicing retirement plans.  Our approach is to work directly with your service providers to gather as much of the associated plan data as possible while minimizing our impact to the extent possible on Plan Sponsor personnel.   

Our firm is a member of the Employee Benefit Plan Audit Quality Center (EBPAQC), sponsored by the American Institute of Certified Public Accountants.  The Center is a voluntary membership designation for CPA firms that perform audit and attestation engagements under ERISA and regulated by the Department of Labor and Internal Revenue Service.  As a member of the EBPAQC, we are committed to performing the highest quality employee benefit plan audits.  We demonstrate our commitment by voluntarily agreeing to adhere to the Center’s significant membership requirements.

We would like the opportunity to provide you with a proposal for your employee benefit plan audit.  If we can be of service please contact Senior Audit Manager, Travis P. Jack, CPA at 480-878-7346. Or complete this form.


powered by Typeform

You might want to know