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Jenise Gaskin, CPA
Employee Benefit Plan Audit Group Leader

Overview

Through our Audit Practice we help both private and public companies check their Employee Benefit Plans (EBP) offerings for compliance with the Department of Labor, ERISA, and IRS rules and regulations and currently audit over 170 plans.

Being one of the largest public accounting firms based in California enables us to provide best in class service to both emerging growth ventures and more mature companies alike. Our clients range in both number of participants (100 to 2,000) and plan assets ($1,000,000 to $900,000,000).

We are qualified to conduct EBP audits throughout the United States for:

  • 401(k)s including profit sharing
  • 403(b)s
  • Defined Benefit Plans including cash balance
  • Employee Stock Ownership Plans (ESOP)

To ensure that our technical expertise stays current, each EBP team member receives continuing education specific to Employee Benefit Plan regulations. We regularly review and attend technical update programs presented by the AICPA, The ESOP Association, Western Pension & Benefits Council, National Center for Employee Ownership (NCEO), and the AICPA's EBP Audit Quality Center. Additionally, we produce monthly technical newsletters, contribute articles to various publications, and attend webcasts to stay on top of the latest trends in the industry.

Our firm’s quality control over our accounting and audit practice has been reviewed by Vogel CPAs in accordance with national peer review standards and we have received a clean opinion regarding our firm’s system. Our firm has never been the subject of any prior DOL findings or referrals, nor has BPM been referred to the California State Board of Accountancy or the AICPA for investigation. Our last peer review report was issued in November 2013 with a pass rating and no findings.

We can help you craft a smooth-running plan that serves your employees while mitigating associated risk. Contact us to find out how.

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Contact

Jenise Gaskin, CPA
Employee Benefit Plan Audit Group Leader