Support you Deserve

We offer a broad range of services to help you secure a sound financial future. You've worked hard to get where you are. You deserve a firm that works hard for you.

Employee Benefit Plan Audits

The Employee Retirement Security Act of 1974 (ERISA) requires employee benefit plans with 100 or more eligible participants to have an audited financial statement as part of their obligation to file an annual tax return (Form 5500 series). ERISA also considers hiring a plan auditor a fiduciary function and subjects a fiduciary with potential liability for the quality of the audit. Therefore, hiring a quality auditor is an important task.

The Marchese Group LLC has extensive experience in performing full and limited scope audits of defined contribution plans such as 401(k) Plans, 403(b) Plans, and profit sharing plans. Our firm is dedicated to providing a seamless audit process that will ensure your employee benefit plan is in compliance with reporting requirements from the U.S. Department of Labor and ERISA. We also leverage our experience and training to perform audits in an efficient and cost effective manner. The Marchese Group LLC is certified by the American Institute of Certified Public Accountants as Advanced Defined Contribution Plan Auditors. We are also a member of the AICPA Employee Benefit Plan Audit Quality Center and adhere to its rigorous standards.  


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