305.446.3177 | info@vdtcpa.com

Pension Plans

Retirement Savings|Employee Benefit Plan Audits|Verdeja de Armas

Verdeja, De Armas & Trujillo, LLC performs numerous employee benefit plan audits, including audits of pension, health and welfare, and 401(k) plans subject to the regulatory authority of the Department of Labor and the Employee Retirement Income Security Act.

From assisting clients in self-correcting operational errors to preparing and reviewing Form 5500, our firm thoroughly understands employee benefit plan audits and can provide exactly the services you need.

Our Employee Benefit Plan capabilities include:

  • Multi-employer (Taft-Hartley) Pension Plans
  • Single Employer Defined Benefit, Defined Contribution, 401(k) plans, 403(b) Plans
  • Health and Welfare Plans
  • Governmental PERS Pension Plans
  • Small Business Benefit Plans
  • Full and Limited Scope Audits
  • IRS (Form 5500)
  • Department of Labor Master Trust Filings
  • Plan Accounting and Financial Statement Preparation
  • Plan Mergers Advice
  • Information Systems Support
  • Implementing Current Accounting Pronouncements
  • Testing for Compliance with IRC and ERISA Regulations (e.g., Discrimination Testing)
  • Testing Compliance with Provisions under Collective Bargaining Agreements
  • Assisting with Current Tax Issues and IRS Examinations
  • Data Extraction Tests to Identify Specified Participant Data or Pension Characteristics
  • SAS 70 Audits for Third Party Plan Administrators
  • Consulting Services

 

OTHER SERVICES WE OFFER:

Accounting and Bookkeeping

Agreed-Upon Procedures

Audits Reviews and Compilations | Auditing Service

Business plans | Formulate Business Plan

Business Valuation Service

Certified Acceptance Agent Service

Computing & Technology | Technology Strategies

Consulting | Business and Operations Planning

Forecasting & Projections | Financial Forecasting

Forensic Accounting | Fraud Prevention

Internal Audit | Risk Assessments

International Taxation

Investment Advisory | Financial Planning | VDCPA

Litigation Support

Merger Acquisition Due Diligence | Corporate Finance

QuickBooks Help | Consulting and Assistance

Step Up For Students Agreed-Upon Procedures

Tax Consulting and Compliance Services

The Childrens Trust | Program Specific Audit

Training/Seminars | Guidance On New Pronouncements