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Employee Benefit Plan Audits
McConnell & Jones LLP is a leader in auditing employee benefit plans. We work with both
single-employer and multiple-employer plans for large Fortune 500 companies as well as
privately owned organizations. Our Employee Benefit Plan Team prides itself on delivering
high-quality audits while giving personalized and responsive service. Our team of professionals is dedicated to benefit plan compliance and they take a proactive approach that helps clients meet their filing deadlines and avoid ERISA and/or DOL violations.
McConnell & Jones is in the top 40 accounting firms in the
country that audit employee benefit plans. Our employee
benefit plan team currently services more than 35 clients,
performs more than 125 employee benefit plan audits and
prepares approximately 90 IRS Form 5500s. Our portfolio of
employee benefit plans consists of 40% Defined Benefit, 40%
Defined Contribution, 20% Health and Welfare Plans, and
total more than $55 Billion in total assets.
*Member of AICPA Employee Benefit Plan Audit Quality Center
Audits of all types of employee benefit plans including:
— Defined contribution plans (401(k), 403(b))
— New compliance requirements 403(b)
— Defined benefit plans (cash balance, retirement)
— Health and welfare plans
Consulting services related to employee benefit plans
Preparation of financial statements;
IRS Forms 5500 / 990;
SEC Form 11-K filings; and,
Review of internal control systems.
Pension and Savings Plans Audited by McConnell & Jones:
— Participants range from 150 for plans sponsored by nonprofit entities to 25,000+ for plans
sponsored by publicly-traded organizations
— Assets range from $2 Million - $10 Billion
Welfare Plans Audited by McConnell & Jones:
— Participants average 33,000
— Assets average $557 Million.
AT&T
Baker Botts LLP
Bechtel Jacobs
B&W Pantex
CenterPoint Energy
Cooper Industries
Duke Energy
Dynegy
Ernst & Young
JB. Poindexter & Co., Inc.
Memorial Hermann
Newfield Energy
NCI Building Systems
Rice University
Rowan Companies, Inc.
Shell
Stolt-Nielsen S.A.
Stewart & Stevenson
Southern Union
TARGA
Texas Children’s Hospital
University of Houston
Wärtsilä
Waste Management
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