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The Pension & Benefits Services Group is comprised of experts in pension audits, human resource consulting, and employee benefits. We work with you and your third party administrators to ensure that your fiduciary responsibilities are fulfilled and that your employees are well served.
BPM offers audit services including:
- Defined Contributions
- Profit Sharing
- 401K, 401A, 403B
- ESOP - Defined Benefits
- 11K
Our Pension Audit team prides itself on the depth of its knowledge and over 27 years of experience. We work hard to make sure that the relationships built during a first year audit are preserved, making every effort to reassign staff to the same jobs each year.
Benefits of Using BPM
Our staff receives extensive training and every member of the team is very knowledgeable of ERISA laws and the complex audit requirements. BPM is a member of the AICPA Employee Benefit Plan Audit Quality Center and had managed the California Society of CPAs Pension Audit special interest group since 2002.
A Wealth of Resources
Our alliance with specialists in all areas of pension and benefits including attorneys, investment managers and third party administrators guarantees that you have the most up to date information at your disposal.
To help determine if your company needs a Pension Audit, click on Decision Tree(PDF). For a checklist of items BPM will need to draft a proposal for a Pension Audit for your company, click on Proposal Checklist(PDF).
To order articles from BPM's Quarterly Pension Audit newsletter, click on Pension Update. Please reference "Pension Update Newsletter request" in the subject line.
To learn more about the new 403(b) regulations and whether your plan is affected, click on 403(b)regulations. Please reference "403(b) regulation changes" in the subject line.
Click here for 403(b) Plan Checklist, 403(b) Decision Tree.
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Aug/Sept 2010