Employee Benefit Plan Audits

Expert Employee Benefit Plan Audits for Tampa Businesses

At Hacker, Johnson & Smith PA, we bring deep expertise in Florida’s employee benefit plan regulations, serving businesses across Tampa with precision and reliability.

Our team understands the unique requirements for plan sponsors to maintain compliance with IRS and Department of Labor guidelines.

With our extensive experience and local knowledge, we guide Tampa plan sponsors through each step of the audit process, ensuring their benefit plans meet all standards.

We are committed to delivering timely, high-quality audit services at competitive rates, providing Tampa businesses with the confidence that their employee benefit plans are in expert hands. For more details, visit our Tampa office page.

Employee Benefit Plan Audit Quality Center

As a proud member of the Employee Benefit Plan Audit Quality Center of the American Institute of Certified Public Accountants (AICPA), Hacker, Johnson & Smith PA brings an added level of expertise and commitment to quality in employee benefit plan audits.

The Audit Quality Center is a voluntary membership for firms specializing in auditing employee benefit plans—including pension, health and welfare, and 401(k) plans—ensuring compliance with the Employee Retirement Income Security Act (ERISA), as regulated by the U.S. Department of Labor (DOL).

Our membership reflects our dedication to high standards and best practices, ensuring Tampa businesses receive thorough, compliant audits for their benefit plans

Services Offered Include:

  • Limited Scope (ERISA Section 103 (a) (3) (c))
  • Audits of Defined Contribution Employee Benefit Plans (including 401(k) Plans, Profit Sharing Plans and 403(b) Plans)
  • Audits of Defined Benefit Employee Benefit Plans
  • Audits of plans requiring filing of Form 11K

Our Added Touch

Many companies view the requirement for an employee benefit plan audit as a daunting task. At Hacker, Johnson & Smith PA, we streamline the entire process for Tampa businesses, ensuring it’s as straightforward and stress-free as possible. Along the way, we provide valuable guidance to help keep your plan clear of costly compliance issues, so you can focus on what matters most—running your business.

Our firm has established relationships with major third-party record-keeping providers, enabling us to gather essential information directly. This approach reduces the time and effort you spend gathering data, allowing us to handle the details with minimal disruption to your team.

If an audit is required, why not get added value from it? Our team has the expertise to make the process beneficial, providing insights that help you enhance your employee benefit plan’s compliance and efficiency.