Assurance
& Attest

Employee Benefit Plans

As you consider your needs for a plan auditor and advisor, consider the experience, commitment and value that Carlson Advisors can offer. Our specialized service by our Benefit Plan Audit Services Group can help you cope with the increasingly complex rules, regulations, and reporting requirements for benefit plans. In addition to assisting with compliance, we can evaluate internal controls or the effectiveness and quality of outsourced plan recordkeeping and reporting. We can also assess whether, as a plan sponsor, you are meeting your fiduciary responsibilities.

We are a member of the American Institute of Certified Public Accountants Employee Benefit Plan Audit Quality Center and use the tools and continuing education provided by the Center as well as other internal and outside resources. Our commitment to education and training means our staff have thorough knowledge of current issues.

Carlson Advisors professionals work with single employer and multiple-employer plans. Our client plans range in size to over 1,600 participants and over $55,000,000 in assets.