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Business CPAs Serving PA, NJ, NY, DE, & More

Employee Benefit Plan Accountants in Philadelphia, Bucks County, and Montgomery County

SD Associates, P.C. is a certified public accounting firm that specializes in employee benefit plan services. We are committed to providing our clients with the highest quality service and expertise possible. Our team of experienced professionals are dedicated to providing our clients with the personalized attention and service they deserve. We work closely with our clients to develop a comprehensive understanding of their needs and objectives, and we tailor our services to meet their specific goals.

If you are looking for an employee benefit plan CPA in Philadelphia, Bucks County, or Montgomery County, contact SD Associates, P.C. today. We would be happy to discuss our services with you and answer any questions you may have.

Employee Benefit Plan Audits

Just like any other financial program, employee benefit plans may require audits. The Department of Labor’s Employee Benefits Security Administration (EBSA) recommends that plan sponsors have their employee benefit plans audited every year under certain circumstances.

As a leading provider of employee benefit plan audit services, SD Associates, P.C. is dedicated to delivering high-quality, independent audits that comply with all applicable professional standards. We have a team of experienced professionals who are skilled in auditing all types of employee benefit plans, including 401(k) plans, 403(b) plans, and defined pension plans.

Whether you require a routine audit or a special project audit, we have the knowledge and experience to get the job done right. Our audits are conducted in accordance with generally accepted auditing standards (GAAS) and the Uniform Guidance for Audit of Governmental Organizations, Programs, Activities, and Functions.

The Benefits of Employee Benefit Plans

Employee benefit plans can offer a wide range of benefits to employers and employees alike. Some of the most common benefits of employee benefit plans include:

Tax advantages: Employee benefit plans can provide significant tax advantages for both employers and employees. Employer contributions to a 401(k) plan, for example, are typically tax-deductible, and employees can often take advantage of tax-deferred growth on their investment.

Attract and retain talent: Employee benefit plans can help employers attract and retain the best talent. A competitive benefits package can make your company more attractive to job seekers, and it can also help you keep your best employees from leaving for another company.

Improved employee productivity: Employees who feel that their employer is invested in their long-term well-being are often more productive and engaged in their work. Employee benefit plans can help improve employee morale and motivation, which can lead to increased productivity.

If you are interested in learning more about the benefits of employee benefit plans, contact SD Associates, P.C. today. We would be happy to discuss the advantages of employee benefit plans with you and set you up with an appointment for a consultation.

Why SD Associates, P.C.

Unparalleled service: At SD Associates, P.C., we take pride in providing our clients with the highest level of service possible. We understand the importance of timely and accurate communication, and we always go the extra mile to make sure our clients are satisfied. We work closely with our clients to develop a comprehensive understanding of their needs and objectives, then tailor our services to meet their specific goals.

Experienced professionals: We have a team of highly experienced and knowledgeable professionals who are dedicated to providing the best possible service to our clients. Our team has a deep understanding of employee benefit plans, and we are skilled in auditing all types of plans. You can rest assured that you are working with financial experts.

High professional standards: We adhere to all of the American Institute of Certified Public Accountants (AICPA) auditing standards, guidelines, rules and regulations. Our quality control system has been reviewed by the Pennsylvania Institute of Certified Public Accountants and has received the best possible rankings. 

Wide client base: We serve a wide range of clients, from small businesses to large corporations. We have extensive experience auditing employee benefit plans for private companies. Our team has served businesses like law offices, medical practices, non-profit organizations, and even charter schools. With our wide range of experience, we are well-equipped to serve any type of business with their employee benefit plan needs in Philadelphia and the surrounding areas.

Accessibility: We understand that our clients have busy schedules, so we offer convenient appointment times and locations. We also offer virtual appointments for those who are unable to meet in person, and we are available via email and phone. Our goal is to make it as easy as possible for our clients to get the service they need. You are always welcome to give us a call if you have a question or a topic you would like to discuss. 

Employee Benefit Plan Service Areas

SD Associates, P.C. is proud to work with the top employee benefit plan CPAs in the tri-state area. Our service areas include, but are not limited to: 

• Philadelphia, PA
• Bucks County, PA
• Montgomery County, PA
• Chester County, PA
• Lehigh County, PA
• South Jersey
• North Jersey
• Delaware
• Maryland

Contact Our Employee Benefit Plan CPA in Philadelphia, Bucks County, and Montgomery County Today

When your business is looking for an employee benefit plan CPA in Philadelphia, Bucks County, Montgomery County, and the surrounding areas, your first choice should be SD Associates, P.C. Our team of six shareholders and seasoned associates are ready to provide you with the high-quality service and expertise that you need. We have been in business for over 35, and our experience speaks for itself. Give us a call today to schedule your initial consultation. We look forward to meeting you and discussing your employee benefit plan needs!