"Customer service was great from the first meeting on. SLD got a real feel for the company."
-- Sheila Gonzales - Employee Service Manager
ODWALLA
PROFESSIONAL EXPERTISE
Shea Labagh Dobberstein is a voluntary member of the AICPA Employee Benefit Plan Audit Quality Center, which was established to promote the quality of employee benefit plan audits. We are comprised of a team of professionals with extensive experience providing benefit plan audits. Lisa Wrench is the Director of our Employee Benefits Assurance Practice. Lisa has over 12 years’ experience with a Big 4 firm, most recently as Senior Manager specializing in employee benefit plan audits.
In her impressive career, Lisa has managed over 150 audits of small, medium and large employee benefit plans. She has experience in internal control and compliance reviews, has developed and delivered training programs for employee benefit plan audits, and has served as a respected audit resource for various employee benefit plan audits across the country.
With an understanding of applicable laws and regulations, we take a proactive approach to directly helping avoid ERISA and/or Department of Labor violations. In addition, our expertise enables us to complete audits with minimal disruption, reducing your administrative time spent gathering data and answering questions.
Much more than the minimum
Generally, for companies with employee benefit plans of 100 or more eligible participants, Federal law requires an annual audit. A quality audit helps protect the assets and financial integrity of your employee benefit plan.
Understanding the government regulations surrounding those plans can be overwhelming and if not executed properly, these audits can be difficult, intrusive and costly. In fact, if your audit misses the deadline or isn't sufficient, penalties may be assessed against you as the plan’s administrator.
SLD's focused benefit plan analysis expertise and experience enables us to provide results that go beyond simply meeting requirements. Understanding that several internal departments and third-party service providers might oversee your plan's operations, we assume a unifying leadership role throughout the process. We work to conduct our services efficiently, unobtrusively and thoroughly to help ensure the best results with the least inconvenience.
THE SLD ADVANTAGE
Senior-level service - audits are conducted by a senior
practitioner who will manage your account as your key point person throughout the process.
National firm experience - many SLD auditors have significant experience with national and Big 4 firms.
Cost efficiency - our specialized teams are uniquely structured to offer exceptional service with competitive pricing.
Straight-line communications - our audits are structured with one-to-one
communications between SLD auditors and your plan administrator to
minimize confusion and inefficiency.
Timeliness assurance - in close coordination with our clients, we initiate our audits with a detailed workflow schedule to help ensure meeting filing deadlines.
"In 2003, we replaced a "Big Four" accounting firm with SLD to perform audits on our defined benefit pension plan and our savings and investment plan. Not only did they meet our aggressive deadline schedule, they provided an exceptional level of customer service while delivering a quality product. The SLD team was professional, courteous and responsive. We look forward to building a strong relationship over time."
-- Mike Ray, Vice President and Controller
CALIFORNIA CASUALTY MANAGEMENT CO.
"Faster, easier, far less expensive, it was a win-win situation for us."
-- Daphne Taylor - Vice President and Controller
LOOKSMART
Call Shea Labagh Dobberstein at 415-397-4444, e-mail jim@sldcpa.com or visit
www.sldcpa.com/benplanaudit for a free, no-obligation benefit plan analysis and quote.
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Shea
Labagh Dobberstein Certified Public Accountants, Inc.