We bring the best of both worlds: more depth and specialization than local firms, and more personal service—and better pricing—than national providers.

Dedicated EBP Audit Team

This isn’t a side service. Our employee benefit plan audits are handled by a team of CPAs who receive ongoing, specialized training. You’ll work directly with experienced professionals, including partners—not just junior staff rotating in and out.

Member of the AICPA Employee Benefit Plan Audit Quality Center

As EBPAQC members, we follow the highest quality standards and stay on top of ever-changing Department of Labor (DOL) and IRS regulations.

All Plan Types Covered

We audit , including:

• 401(k) Plans
• 403(b) Plans
• Profit Sharing Plans
• Defined Benefit & Cash Balance Plans
• Health & Welfare Benefit Plans
• ESOPs (Employee Stock Ownership Plans)
• Money Purchase Pension Plans

Relationship-Driven and Overstaffed by Design

We intentionally overstaff our audits to minimize disruption, speed up delivery, and give you peace of mind. Our high staff retention means you won’t start over with someone new every year.

We Solve the Most Common Plan Sponsor Pain Points

Frustrated by last-minute requests?
We offer long lead times, stick to agreed-upon timelines, and tailor our process to reduce disruption to your internal team.

Worried about eligibility and contribution errors?
We help you identify issues before they become audit findings—and help you correct them.

Concerned about secure data handling?
All work is done off-site via encrypted email and secure portals. Social Security numbers are scrubbed from our records post-audit.

Overwhelmed by Form 5500 and disclosures?
We’ll review your filings and reporting to ensure everything’s accurate, complete, and on time.

How We Work: Efficient, Secure, and Straightforward

Remote-Friendly & Flexible
All file transfers are electronic and securely encrypted. Our workflow is designed to be off-site and minimally invasive to your team.

Internal Control Focused
We don’t just audit—we help you improve. We identify potential internal control weaknesses and provide guidance for strengthening your plan administration.

100% Independent
We don’t sell products, manage plans, or provide fiduciary services. Our only role is to deliver a clean, objective audit.

Key Audit Considerations We Help You Navigate

When it comes to your plan audit, here are some of the high-risk areas we keep top of mind:

• Plan eligibility and participation errors
• Timeliness and accuracy of contributions
• Participant data management and payroll tie-outs
• Distributions, loans, and required minimum distributions (RMDs)
• Compliance with IRS nondiscrimination testing (ADP/ACP)
• Asset valuation, including hard-to-value investments
• Proper allocation of forfeitures
• Reasonableness of plan expenses and fee transparency
• Accurate Form 5500 and participant disclosures

Your Audit Should Be an Asset, Not an Annual Headache

Faw Casson helps businesses turn compliance into confidence. Whether this is your first required EBP audit or you’ve been burned by underqualified providers in the past, we’re here to raise the bar.

Let’s make this year’s audit your most efficient one yet.

Contact us today to schedule a consultation or request a proposal.