Transparent Audits, Confident Outcomes

Our Audit Process

Discover a seamless audit experience with Torrillo & Associates, where clarity and compliance are our top priorities.

Our Employee Benefit Plan Financial Statement Audit Process: Transparent. Efficient. Thorough.

At Torrillo & Associates, we’ve refined our audit process to make it as smooth and stress-free as possible for our clients. We like to say that we “Quarterback the Audit!”

Whether this is your plan’s first financial statement audit or your tenth, our approach is designed to provide clarity, confidence, and compliance from day one.

Here's What You Can Expect

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1. Initial Consultation

We begin with a kick-off call to get to know everyone involved with the audit, gain an understanding of your plan, go over expected timelines that fit your schedule, and listen to any concerns or specific requests you may have.

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2. Request List

You’ll receive a detailed list of required information, customized to your plan, along with helpful guidance from a team member to keep the process organized and efficient.

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3. Fieldwork

Our audit team conducts detailed testing of plan operations and financial reporting to verify compliance with accounting, ERISA, IRS, and DOL standards. Whether the audit is conducted remotely or onsite, we maintain secure data handling and clear communication every step of the way.

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4. Draft & Final Reports

Once fieldwork is complete, we deliver a draft audit report for your review. We then finalize the report, address any outstanding questions, and coordinate with your team or your TPA (if applicable) to ensure timely Form 5500 filing.

AND...

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5. Post-Audit Support

We don’t disappear when the audit ends. Since employee benefit plan audits are all we do, our team members are available year-round. Our team walks you through the results, explains any findings in plain language, and offers practical recommendations to strengthen plan operations and prepare for future audits.

Audit Confidence Starts Here

Our clients appreciate that we make the audit process easy to understand and even easier to manage. With Torrillo & Associates, you’re not just hiring a firm—you’re gaining a long-term partner who’s committed to helping your organization meet its 401(k), 403(b), or defined benefit pension plan audit requirements with confidence.

Get In Touch

Ready to simplify your audit process? Reach out to Torrillo & Associates and experience the difference our expertise can make. Let us guide you through a smooth and successful audit journey.

Contact Us Today