Copeland Buhl

Copeland Buhl & Company PLLP has been dedicated to providing quality accounting services to the community for more than 40 years. Our firm has an experienced audit team that can efficiently conduct the audit in an effective way that meets your needs. Additionally, our 401k audit department manager has more than 8 years of experience working with clients and third-party administrators on 401k audits. We understand the importance of maintaining consistency and strive to maintain the same lead auditor and contact person on each job from year to year. Our team of CPAs has specialized expertise in the area of 401k audits that can help make the process less stressful for you. We have expert knowledge of fair value disclosures, fee disclosures, Department of Labor requirements, and assistance in the filing of the annual form 5500. We have experience working with multiple third-party administrators, including Fidelity Investments, Principal Financial Group, John Hancock, MassMutual Financial Group, and Midwest Pension & Profit Sharing Services. Copeland Buhl & Company PLLP is a member of the AICPA Employee Benefit Plan Audit Quality Center. As a member, we are required to report annually that we have conformed to the requirements as put forth by the AICPA, which includes maintaining a certain level of continuing education among our CPAs. Continuing education keeps our team up-to-date on current and pending 401k rules and regulations that could have significant effects on your company and your 401k plan. If you have any questions regarding 401k audit requirements, have a question about the audit process or are in need of a 401k audit, please do not hesitate to a contact us.