Pension plans are complex due to the involvement of actuarial assumptions, funding requirements and benefit obligation disclosures that require a deep understanding of specific accounting and reporting standards as well as ERISA rules and regulations. Pension plans also may invest in hard to value investments such as limited partnerships, and hedge funds or utilize futures contracts or derivatives. Our team is well-versed in the unique accounting, actuarial, and reporting requirements of pension plans.

We focus on streamlining your plan’s financial statement audit while ensuring ERISA and DOL requirements are met and our clients are able to file Form 5500 timely. Our experience in working directly with external service providers, such as actuaries, recordkeepers, trustees, and other providers will minimize your involvement and ensure accuracy. You can be assured that Torrillo & Associates will keep your defined benefit plan audit moving smoothly and stress-free, knowing we can handle any issues that come up.