Sweeney Conrad audits over 70 employee benefit plans each year — ranging from $1 million to over $200 million — with a focus on quality and helping plan sponsors implement operational best practices. We were among the first firms to join the AICPA Employee Benefit Plan Audit Quality Center, which requires ongoing adherence to strict quality assurance measures.

Seattle Benefit Plan Audit Services

Our capabilities include:

  • 401(k) plans
  • 403(b) plans
  • Profit sharing plans
  • Defined benefit plans
  • Health and welfare plans
  • Multiple employer plans
  • ESOP's

We perform quality audits that are highly effective — identifying risks, finding operational errors, and assisting you with corrective solutions. The experienced professionals on our team receive extensive training to stay current with new regulatory and auditing developments. We also partner with a large network of attorneys, record keepers, financial advisors, and other employee benefit specialists to assist you as unique issues arise.

It’s important to keep in mind that a quality auditor not only evaluates compliance with plan provisions and certain regulatory requirements, but also helps you determine whether proper internal controls are in place to minimize errors in plan operations. A substandard audit performed by a CPA without the proper training and expertise may not identify significant operational errors, which, if left undetected, could ultimately subject plan sponsors to large penalties and corrective measures. Our long-standing commitment to audit quality is also more important than ever, given the U.S. Department of Labor’s (DOL) recent nationwide Audit Quality Study, which took a sample of 400 retirement plan audits by 232 CPA firms. Sweeney Conrad was one of the firms selected for inspection and we’re pleased to report the DOL found no deficiencies.

When you work with Sweeney Conrad, you receive dedicated resources to meet your needs and help you secure a prosperous future. We strive to exceed your expectations with personalized and highly responsive service at a reasonable cost, close shareholder involvement, and regular and candid communication throughout the year. As with all our clients, your team of professionals remains consistent from year to year, so we get to know your passions, priorities, and plans. We’ve built a legacy of long-term relationships based on this level of caring and trust, and take great pride in developing and nurturing a lifelong partnership.

If you would like to learn more, fill out the form below and a Sweeney Conrad advisor will be in touch with you shortly.

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