Independent audits of employee benefit plans are a critical step in ensuring compliance with the Employee Retirement Income Security Act (ERISA). At Harper Pearson, we perform all types of benefit plan audits, from defined contribution and defined benefit to health and welfare plan audits.

We perform over 90 Employee Benefits Plan audits—helping our clients make sure they’re taking care of employees while remaining compliant. We are well positioned to help organizations of all sizes, and currently serve companies ranging from 100 employees to 25,000+ employees with over $1B in assets.

In addition, we are a proud member of the AICPA Employee Benefit Plan Audit Quality Center (EBPAQC) and the International Foundation of Employee Benefit Plans. Harper Pearson is also registered with the Public Company Accounting Oversight Board (PCAOB).

  1. 1 Defined contribution pension plans
    • 401(k) plans
    • 403(b) plans
    • Employee stock ownership plans (ESOPs)
    • Money purchase pension plans
    • Profit-sharing plans
  2. 2 Defined benefit plan audits
    • Cash balance plans
    • Traditional defined benefit plans
  3. 3 Taft-Hartley multi-employer collective bargaining plans
  4. 4 Financial statement preparation
  5. 5 Initial audits & stub period audits
  6. 6 Form 5500 filings & extensions
  1. 7 Mergers, acquisitions & plan spin-offs
  2. 8 Health & welfare plans
  3. 9 Limited & full-scope audits
  4. 10 SEC Form 11-K filings
  5. 11 Master trusts
  6. 12 Compliance testing & reporting