CAPABILITIES

Employee Benefit
Plan Audits

Integrity is a two-way street: the trustworthiness of your people demands reliability of the financial structures that you put into place to take care of them.

In a world with increasing scrutiny over employee benefit plans, how compliant are you? Sansiveri brings critical and uncompromising regulatory insight to ensure that you meet both professional standards and those established by the Department of Labor. We’re constantly staying ahead of the curve when it comes to changing pronouncements through continuous training, including annual attendance at the American Institute of Certified Public Accountants (AICPA) National Employee Benefit Plan Conference. Sansiveri is also a member of the AICPA Employee Benefit Plan Audit Quality Center, which offers additional support for performing quality audits in this unique and complex area.

What we do

  • Audits required under the Employee Retirement Income Security Act (ERISA). Sansiveri currently performs audits of the following employee benefit plans:
    • Defined Contribution Benefit Plans
    • Defined Benefit Pension Plans
    • Employee Stock Ownership Plans
  • Audit approach tailored for your plan’s specific risks and needs
  • Audit timeline based upon client expectations and deadlines, meeting all reporting requirements, and advice throughout the year
  • Review of your fiduciary structure, process and policies, and identification of any possible deficiencies

Craig M. Bilodeau

CPA/ABV, CVA, CBA, Partner

Craig is a senior partner within the firm’s Employee Benefit Plan Audits Group. He has deep experience across industries with a focus on manufacturing and distribution, healthcare, nonprofits, and employee benefit plans. With over 30 years of experience, he advises clients across RI, MA, and CT with revenues ranging from $5M to $200M.  

Email | LinkedIn | Direct: 401-752-0514

Craig Bilodeau, Partner
Employee Benefit Plan Audits Expert
  • Over 30 years of experience as a trusted advisor
  • Oversees many of our clients’ benefit plan audits, which have up to 550 participants with plan assets up to $100M
  • An expert on compliance and reporting issues for defined contribution plans, defined benefit plans, and employee stock ownership plans
Email | LinkedIn | Direct: 401-752-0514
Jason DaPonte
Jason M. DaPonte, Managing Partner
Employee Benefit Plan Audits Expert
  • Over 15 years of experience including private industry
  • Advises clients across numerous industries
  • In-depth understanding of complicated accounting standards & tax laws
Email | LinkedIn | Direct: 401-752-0558
Andrew de Labry, Partner
Employee Benefit Plan Audits Expert
  • Specialized in employee benefit plan audits
  • Experience across industries with a focus in Manufacturing, Distribution, Retail, & Nonprofits
  • CPA-Certified Public Accountant
Linda M. Pearson, Partner
Employee Benefit Plan Audits Expert
  • Over 20 years of experience
  • Former controller for publicly-traded company
  • Has advised nonprofits, startups, and mature businesses with revenues in excess of $150M
Email | LinkedIn | Direct: 401-752-0566
Jenna Maynard
Jenna Maynard, Audit Manager
Employee Benefit Plan Audits Expert
  • Audit & Accounting, Business Strategy
  • CPA Certified public accountant
  • Specializing in Manufacturing, Distribution, Retail, Construction, and Real Estate industries
Jordan Rossi
Jordan M. Rossi, Audit Manager
Employee Benefit Plan Audits Expert
  • Audit & Accounting, Business Strategy
  • CPA – Certified Public Accountant
  • Specializing in Healthcare, Manufacturing, Distribution, and Retail industries

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