CAPABILITIES
Employee Benefit
Plan Audits
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
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Audits required under the Employee Retirement Income Security Act (ERISA). Sansiveri currently performs audits of the following employee benefit plans:
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Defined Contribution Benefit Plans
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Defined Benefit Pension Plans
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Employee Stock Ownership Plans
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Audit approach tailored for your plan’s specific risks and needs
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Audit timeline based upon client expectations and deadlines, meeting all reporting requirements, and advice throughout the year
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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.
Craig Bilodeau, Partner
Employee Benefit Plan Audits Expert
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Over 30 years of experience as a trusted advisor
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Oversees many of our clients’ benefit plan audits, which have up to 550 participants with plan assets up to $100M
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An expert on compliance and reporting issues for defined contribution plans, defined benefit plans, and employee stock ownership plans
