Bruner-Cox LLP’s experienced staff provides high-quality audit and accounting services to 60 employee benefit plan clients ranging in size from limited to full scope audits for plans with participants of just over 100 to over 5,000.

Bruner-Cox LLP has committed a core group of associates dedicated to staying abreast of issues specifically affecting employee benefit plans. Each individual is responsible for attending specialized continuing education related to employee benefit plans with some participating in national  Employee Benefit Plan Annual Conferences.

Our Employee Benefit Plan Specialists can provide the following services:

• Audit of employee benefit plans (required by the Department of Labor);
• Review of internal control systems over the employee benefits area;
• Preparation of the required forms and related schedules;
• Assistance in retirement plan design, installation and update/amendment; and
• Review of annual anti-discrimination tests.

Employee Benefit Plan Audit Quality Center
Bruner-Cox LLP is a member of the American Institute of Certified Public Accountants Employee Benefit Plan Audit Quality Center. This is a firm-based voluntary membership center for eligible CPA firms that agree to adhere to the center membership requirements, which include:

• Designating an audit partner to have firm-wide responsibility for the quality of the firm's ERISA employee benefit plan audit practice.
• Establishing a program to ensure that all ERISA employee benefit plan audit engagement personnel possess current knowledge, appropriate to their level of involvement in the engagement, of applicable profession standards, rules and regulations for ERISA employee benefit plan audits.
• Establishing, documenting and communicating policies and procedures specific to the firm's ERISA employee benefit plan audit practice to comply with the applicable professional standards and center membership requirements.
• Establishing annual internal inspection procedures that include a review of the firm's ERISA employee benefit plan audit practice by individuals possessing current experience and knowledge of the accounting and auditing practices specific to ERISA employee benefit plan audits.
• Having its ERISA employee benefit plan audits selected during the firm's peer review reviewed by individuals employed by a center member firm.

If you would like to discuss your employee benefit plan or would like to request further information about these services, please contact Steve Pittman, Partner, at 330.497.2000.