Employee Benefit Plans


Harper & Pearson Company, P.C. has an established reputation for providing high-quality and professional audit, tax and consulting services to employee benefit plans. Through offering a responsive and accessible relationship to each of our clients, we provide successful employee benefit plan solutions.

We annually perform more than 90 employee benefit plan audits of various types including defined contribution, defined benefit, and health and welfare plans subject to full or limited scope audits as required by the Employee Retirement Income Security Act (ERISA) under the regulatory authority of the U.S. Department of Labor (DOL). We currently serve a client base of plans with participants ranging from 100 to 25,000+ employees and assets up to $1B.


  • One of the largest niche practice areas of our firm
  • Serving Houston and surrounding areas for more than 55 years
  • Competitive Pricing
  • Continuity of engagement team
  • Member of AICPA Employee Benefit Plan Audit Quality Center (EBPAQC)
  • Registered with the Public Company Accounting Oversight Board (PCAOB)
  • International Foundation of Employee Benefit Plans


  • Defined Contribution Plans
    • 401(k) plans
    • 403(b) plans
    • Employee stock ownership plans (ESOPs)
    • Money purchase pension plans
    • Profit-sharing plans
  • Defined Benefit Pension Plans
    • Cash Balance plans
    • Traditional defined benefit plans
  • Financial Statement Preparation
  • Initial Audits and Stub Period Audits
  • Form 5500 Filings and Extensions
  • Mergers, Acquisitions, Plan Spin-Offs
  • Health and Welfare Plans
  • Limited and Full-Scope audits
  • Plans requiring SEC Form 11-K Filings
  • Taft-Hartley Multi-Employer Collective Bargaining Plans
  • Master Trusts


Harper & Pearson is also a member of the AICPA Employee Benefit Plan Audit Quality Center.



Pat Buckley, CPA
Director of Employee Benefit Plan Services Team

Kevin Bienvenu, CPA
Manager, Taft-Hartley Services