Employee Benefit Plan Services

Generally, Federal law requires employee benefit plans with 100 or more participants to have an audit as part of their obligation to file an annual return/report (Form 5500 series).

Some pension plans with fewer than 100 participants may also be required to have an audit if they fail to meet certain conditions relating to their plan investments, bonding, and disclosure requirements. Get more info.

If your employee benefit plan is required to have an audit, one of the most important duties of the plan administrator is to hire an independent qualified public accountant. The sponsor of the plan is the plan administrator under the law unless another individual or entity is specifically designated to assume this responsibility.


At RyanSharkey, we understand employee benefit plans are a tremendous responsibility for business owners today. Because the well-being of your employees and your business is at stake, working with trustworthy and experienced professionals is essential when planning for your employees’ futures.

RyanSharkey provides high-quality, affordable and reliable employee benefit plan audit services. Our staff is dedicated to maintaining the latest knowledge of benefit plan audits, so you can rest assured your annual employee benefit plan audit is thorough, complete and compliant with the most current regulatory standards. As objective and independent advisors, we offer you experience and value in providing employee benefit plan audit services, as well as a solid reputation for excellence.

We are a member of the AICPA Employee Benefit Plan Audit Quality Center. We leverage this group to provide our staff with best practices and training, as well as keeping our clients apprised of the trends and issues affecting the benefit plan audit industry.


RyanSharkey offers a range of other services to meet the unique needs of your employee benefit plans, including:

  • Accounting services
  • Consultation concerning income or estate tax implications
  • Financial statement preparation
  • Full and limited scope audits as required by ERISA
  • Preparation of Forms 5500
  • Representation during IRS and Department of Labor audits
  • Special audit procedures directed toward compliance with regulatory requirements
  • Submission of forms to the IRS

If you have a need for employee benefit plan services, just fill out the form on this page. A member of our team will contact you. 

Questions? Contact RyanSharkey using the form below.

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