R&A Pension Audit

At R&A CPAs, we are committed to achieving the highest quality audit possible. We understand the complexity of performing employee benefit plan audits, which 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 firm's employee benefit plan audit.

We have over 16 years of experience performing employee benefit plan audits. At R&A, 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.

At R&A, 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

Our employee benefit plan audit services include:
• Pension, health and welfare, and 401(k) 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
• Preparing IRS Form 5500 and summary annual reports

Staff Expertise

Our team of employee benefit plan auditor specialists stays current in this highly technical practice area by attending various continuing education programs including the annual AICPA National Conference on Employee Benefit Plans and other relevant seminars and by reviewing publications from the Profit Sharing/401k Council of America, United States Department of Labor's Employee Benefits Security Administration and the AICPA Employee Benefit Plan Audit Quality Center.

Our Employee Benefit Plan Audit Practice Leader, Phillip C. Dalrymple is a certified public accountant licensed in California and Arizona. Phil has 16 years of public accounting experience and began his career with Coopers & Lybrand in Tucson where he worked on a large variety of clients including not-for-profit, financial services, and real estate entities, and employee benefit plans. After two years, Phil transferred to the Los Angeles office of Coopers & Lybrand where he worked extensively as a manager in the Not-for-Profit, Construction, Financial Services and Pension Plan Groups. While at Coopers & Lybrand in Los Angeles, Phil was the lead manager for the ERISA Job Shop practice. As the lead manager for the ERISA Job Shop, Phil managed and completed over 30 employee benefit plan audits annually and performed technical reviews of numerous other employee benefit plan financial statements and Form 5500 filings. In conjunction with the audit services provided, Phil assisted several employee benefit plans with implementation of a voluntary compliance program and provided recommendations to make operational design improvements. Phil has performed audits for a wide variety of plans including: 401(k) savings plans, non-contributory defined contribution plans, money purchase pension plans, multi-employer plans, target-benefit defined contribution plans, defined benefit plans and plans subject to Security Exchange Commission filing requirements.

Strategic Alliance

At R&A, 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. R&A is a member of the Eide Bailly Practice-wise Network, which provides the additional support and resources of a large regional firm.

Employee Benefits Plan Information

For more information about our employee benefit plan audit services, contact:

Susan M. Vos, CPA, Assurance Manager
(520) 881-4900
SVos@randacpas.com

Phil Dalrymple, CPA, Assurance Partner
PDalrymple@randacpas.com
(520) 881-4900

For more information about audit quality, visit the Employee Benefit Plan Audit Quality Center at http://www.aicpa.org/EBPAQC or the United States Department of Labor's Employee Benefits Security Administration at http://www.dol.gov/ebsa/.