We currently provide a complete range of services for employee benefit plans including audits, consulting services and tax return preparation to over 30 benefit plans. Most of the employee benefit plans we currently serve are self-directed plans which invest primarily in mutual funds, pooled separate accounts of insurance companies, and master trusts of banks.

Our principals and staff members share a commitment to providing excellent and timely service to our clients. It is this precept that has enabled our firm to dramatically increase our client base in providing services to employee benefit plans.

The employee benefit plan services we provide include the following:

  • Full scope and limited scope audits as required by the Employer Retirement Income Security Act of 1974 of Retirement Plans, generally for plans with over 100 participants
  • Audits of employee benefit plans to be filed on Form 11-K with the Security and Exchange Commission
  • Operational audits of 401(k) plans
  • Preparation of form 5500

We believe CAUSEY is the most qualified firm to provide services to the employee benefit plan industry for the following reasons:

  • Experience, Expertise and Reputation
    We have extensive and varied experience and expertise in this field. Our reputation in this area is excellent.
  • Cost Effectiveness
    It is our policy to hire personnel with experience and to assign personnel to engagements based on their experience in the industry. By utilizing individuals with more experience, we are more efficient in the performance of the engagement.
  • Turnaround Ability
    We pride ourselves on our ability to complete each engagement within the time frame determined mutually with the client