Knowledgeable, well-trained employee benefit plan team
As regulators’ scrutiny of employee benefit plan audits continues to increase, so does the need for dedicated and specialized professionals. Our employee benefit plan specialists receive yearly in-depth training focused on professional standards and regulations including Internal Revenue Service (IRS) and Department of Labor (DOL) initiatives to help our clients prepare for pending changes and other areas of concern.
More than 100 plan audits completed annually
Beyond deep technical specialization and knowledge, Dean Dorton brings significant experience to the audit process. With more than 100 plan audits done annually, our team’s experience includes single-employer and multi-employer plans as well as varying funding arrangements, including defined benefit and defined contribution pension plans (401(k), 403(b), money purchase, profit sharing and employee stock ownership plans) along with health and welfare plans.
Commitment to quality
Dean Dorton is a member of the AICPA’s Employee Benefit Plan Audit Quality Center. Membership helps us to stay abreast of the ever-changing employee benefit plan requirements. As a member of the Audit Quality Center, Dean Dorton has made commitments to adhere to significant quality and continuing education standards.
Retirement plan consulting and administration
Our team has extensive experience assisting employers and self-employed individuals design and implement qualified retirement plans that are tailored to meet their specific retirement goals. We offer comprehensive administration for 401(k) and profit sharing plans, including year-end reports to company management and participants, required compliance testing and Form 5500 preparation. We will also keep you informed of new and changing tax laws, accounting issues and operational considerations that may have a direct impact on your plan.
As a member of the McGladrey Alliance, we have access to additional resources, if needed. McGladrey has been a member of the AICPA’s Employee Benefit Plan Audit Quality Center since its inception, and has had an active member on its Executive Committee since 2006. McGladrey also has had an active member on the AICPA’s Employee Benefit Plan Expert Panel since 2000. Beyond numerous speaking engagements, McGladrey has actively participated in various AICPA task forces, including the 403(b) Task Force, Employee Benefit Plans Audit Guide Revision Task Force and Employee Benefit Plan Audit Guide Overhaul Task Force.