Annual Retirement Plan Audits

Benefit Plan Audits – Portland (OR)

Many companies offer retirement plans as an employee benefit. Not only does it provide workers an essential retirement savings vehicle, but it can also open the door to business tax saving opportunities. However, there are strict requirements which must be followed when administering a plan. ERISA outlines the rules which must be followed, including when a plan needs to undergo an annual retirement plan audit. Those companies that achieved a large plan status are subject to this requirement. This means that business owners, CFOs, Controllers, and HR Managers need to find an eligible audit firm and manage the sometimes complex audit process. For this reason, companies in Portland need to find a qualified auditor with appropriate experience.

Benefit Plan Audits – Oregon

Boyum Barenscheer CPAs has years of experience providing full scope, Section 103(a)(3)(c), and ESOP audits. We work with single employer plans with a total active participant count between 125 and 5,000. Team members undergo regular training to stay up to date on the latest regulatory changes and updates. In addition, we are a member of the AICPA Employee Benefit Plan Audit Quality Control Center (EBPAQC). The result is a more meaningful and higher quality audit process and report.

Portland Employee Benefit Plan Audit Services

• 401k audits
• 403b audits (offered by tax exempt organizations)
• Profit sharing audits
• Defined benefit plan audits
• ESOP audits
• Employee benefit plan consulting

Contact Our Portland Plan Auditors

Boyum Barenscheer CPAs provides benefit plan audits to companies in Portland and Oregon. If you are interested in exploring a new plan audit firm, complete the form below and a team member will follow up with you shortly.

About the Portland Business Community

Portland, Oregon has a diverse and highly interconnected business community built around technology, advanced manufacturing, athletic and outdoor products, clean technology, food and beverage, creative industries, healthcare, and professional services. The region is especially well known for its concentration of design-oriented and consumer brands, its “Silicon Forest” technology cluster, and a strong network of independent businesses, entrepreneurs, makers, and mission-driven companies. Technology and media remain notable sectors; Prosper Portland reports more than 16,000 technology and media jobs in Multnomah County and an extensive network of companies and industry organizations supporting innovation and entrepreneurship.

Portland’s business culture tends to emphasize collaboration, sustainability, local sourcing, social impact, and quality of life. Organizations such as the Portland Metro Chamber, Prosper Portland, the Technology Association of Oregon, industry groups, universities, investors, and neighborhood business associations provide networking, business assistance, advocacy, workforce development, and connections to capital. Portland also has a significant small-business community, with locally owned restaurants, retailers, professional firms, manufacturers, and creative businesses contributing heavily to the city’s identity.