Benefit Plan Audits

At Paulsen, Megaard & Co. PS we are committed to conducting and achieving the highest quality audit possible.  We understand the complexity of performing employee benefit plan audits and that is why we have a dedicated team of auditors that possess the specialized knowledge and experience to help ensure compliance with the appropriate standards and changes in regulations that may impact your organization’s employee benefit plan audit.


We have twenty years of experience performing employee benefit plan audits; we presently audit several such plans.  We plan and execute our audits in a way that maximizes audit efficiency and quality and we offer your plan administrator and human resources personnel confidence in their plan reporting and management. 


Our Quality Commitment

As a member of the American Institute of CPAs Employee Benefit Plan Audit Quality Center, we are committed to adhering to the highest quality standards by voluntarily agreeing to the Center membership requirements, which include designating a partner responsible for our employee benefit plan audit practice, establishing quality control programs, performing annual internal inspection procedures, and making our peer review report findings publicly available.  Firms can receive a rating of pass; pass with deficiency (ies), or fail. On our most recent peer review, our firm received a rating of pass, (indicating no deficiencies).


At Paulsen, Megaard & Co. PS, our goal is to continue to enhance our quality initiatives within our employee benefit plan audit practice to deliver the highest quality audit services possible.


Employee Benefit Plan Audit Services

401(k), 403(b) and other defined contribution plans subject to the Employee Retirement Income Security Act (ERISA) under the regulatory authority of the U.S. Department of Labor (DOL).

Consulting services related to employee benefit plans


Staff Expertise

Our team of employee benefit plan auditor specialists stays current in this highly technical practice area by attending various continuing education programs. I am our firm’s Employee Benefit Plan Audit Practice leader. Holly Liu, CPA is also an Employee Benefit Plan auditor specialist.


Strategic Alliance

At Paulsen, Megaard & Company PS, we have developed relationships with a number of important associations and organizations to help in the development and delivery of our employee benefit plan audit service. Our alliances include the AICPA and WSCPA.