Planning is a Necessity

Planning for retirement is a necessity, but with so many available plan and product options, determining the best choices for yourself or your company can be a daunting task. At Hall & Company, we help you decipher the advantages from the disadvantages and choose the best fit for you and your employees. Closely held businesses and self-employed individuals can significantly benefit from the valuable tax advantages of qualified retirement plans such as a 401(k), defined-contribution or defined benefit plan, Keogh, and SEP IRA, etc.

Once you’ve established your plan, Hall & Company has employee benefit plan audit services that are tailored to your plan to help your plan stay in compliance. Our audits are competitively priced and through the use of technology and experienced, specialized staff, we make the audit an easy process and ensure a quality audit through Hall and Company’s membership in the AICPA’s Employee Benefit Plan Audit Quality Center (EBPAQC).

Efficiency in Action

We utilize an efficient audit approach combined with up-to-date knowledge of the changes and updates governed by ERISA, the Department of Labor (DOL) and the Social Security Administration.

At Hall & Co, by keeping current with government-imposed rules and regulations, our professionals are able to identify issues and exposures that would concern a plan administrator and instill in our clients a significant comfort level in the face of ever-changing fiduciary responsibilities.

Audit Specialties

Employee Benefit Plans

  • Defined benefit plans
  • Defined contribution plans
  • 401(K) plans
  • Profit-sharing plans
  • Employee stock option plans (ESOP)
  • 403(b) and 401(a) plans
  • Plans requiring 11K SEC filings
  • Health and welfare benefit plans

Rex Vollmer, CPA

Audit Principal P: 949-910-4255 ext. 281 E: rv@hallcpas.com

Questions? We'd Be Happy to Help!

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