Employee Benefit Plans

Regulatory Insight, Knowledgeable, Well‐trained Team and Superior Quality

Experience is the key to high quality and efficient employee benefit plan (EBP) audits. Our firm has created a dedicated team focusing in EBP audits.  We are a member of the AICPA’s Employee Benefit Plan Audit Quality Center (EBPAQC) which requires our team members to take specific CPE related to EBPs each year.  BRC ranks in the top 5% of all CPA firms nationally performing these professional services (based on the number of plans we serve).  Our team’s extensive experience, early planning strategies and continuous communication plays a vital role in a company’s compliance with the law and helps protect the financial integrity of the plan.

At BRC, our employee benefit plan team receives yearly in‐depth training focused on professional standards and regulations including IRS, Department of Labor (DOL), and ERISA Reporting requirements.

Who We Serve

We work with a variety of plan administrators, attorneys, and investment advisors to incorporate our industry knowledge and experience into meeting our clients’ needs and their compliance with the complex laws and regulations. We bring all of our resources to each engagement.  Many of the solutions we provide include:

  • Review of plan documents and operating procedures
  • Review of overall plan strategy and cost structure
  • Limited and Full Scope Audit Services
  • Assessment and recommendations for benefit service providers
  • Resolution of complex compliance issues discovered during the audit
  • Assistance with prohibited transaction issues
  • Assistance with IRS and DOL audits

BRC has experience with single‐employer and multi‐employer plans, defined contribution plans including: 401(a), 401(k), 403(b), money purchase, profit sharing and employee stock ownership plans and health & welfare plans.

Let’s get started today!

Download Information Summary Sheet

Kyle Corum Principal, CPA, CFE

"BRC brings a unique approach to auditing Employee Benefit Plans. We look to help Plan Sponsors and Administrators by educating them on the retirement plan industry and the complex nature of the rules and regulations over retirement plans. We share with each client, our insights based on our experience, as well as, the insights and knowledge from our strategic partners. We believe knowledge about retirement plans will make a difference in the outcomes in the performance of the audits, but more importantly, in the outcomes of participants based on this knowledge."

Employee Benefit Plan Audit Quality Center