Surprised by needing a 401(k) audit?! You are not alone but we are here to help! And here’s the best part, we can perform you audit for a fraction of the cost of other firms.
Ensure your retirement plan meets all DOL and IRS requirements with CMR Associates’ specialized 401(k) audit expertise. Avoid costly penalties and gain peace of mind.
Use our 401k audit pricing tool for a free quote and schedule a free consultation Today
Why Your Business Needs a 401(k) Audit
If your 401(k) plan has 100 or more eligible participants, an annual audit is required under ERISA regulations. But even smaller plans benefit from voluntary audits to maintain compliance and protect your employees’ retirement savings.
- Avoid Penalties: Non-compliance can lead to fines up to $2,000 per day from the DOL.
- Ensure Accuracy: Identify and correct errors in plan operations, contributions, and distributions.
- Build Trust: Demonstrate fiduciary responsibility to your team and stakeholders.
At CMR Associates, we handle everything from full-scope audits to limited-scope reviews, tailored to your plan’s needs.
Our Comprehensive 401(k) Audit Services
Founded in 2014 by Charles Renwick, CPA, CMR Associates brings over a decade of experience in tax accounting and retirement plan services. We serve businesses across 31 states, offering:
- ERISA-Compliant Audits: Thorough examination of your 401(k) plan documents, financial statements, and operations.
- DOL and IRS Reporting: Preparation of Form 5500 and related schedules to meet filing deadlines.
- Risk Assessment: Identify potential issues like prohibited transactions or operational defects early.
- Consulting Support: Guidance on plan design, amendments, and ongoing compliance.
Our distributed team of expert CPAs ensures efficient, cost-effective service without compromising quality.
Why Choose CMR Associates for Your 401(k) Plan Audit?
- Nationwide Expertise: Serving diverse industries with a focus on accuracy and efficiency.
- Proven Track Record: Experienced in 401(k) services, IRS problem resolution, and strategic planning.
- Client-Centric Approach: Remote staffing solutions for flexible, personalized support.
- Thought Leadership: Our insights have been featured in national publications, keeping you ahead of regulatory changes.
Don’t risk non-compliance—partner with a trusted CPA firm that understands your business.
Ready to Secure Your Retirement Plan?
Contact us today for a no-obligation quote on your 401(k) audit. Let’s ensure your plan is audit-ready and compliant.