Retirement Planning Audit

retirement planningGenerally, Federal law requires employee benefit plans with 100 or more participants to have an audit as part of their obligation to file an annual return/report (Form 5500 series). If your employee benefit plan is required to have an audit, one of the most important duties of the plan administrator is to hire an independent qualified public accountant. Millan & Company participates in the Texas State Board of Public Accountancy’s Peer Review program, which is dedicated to enhancing the quality of accounting, auditing and attestation services performed by Texas CPAs in public practice.

Contact us to find out how we can assist in performing a retirement planning audit for your company.