PLAN RESOURCES

At Jeffrey L. Offhaus CPA, LLC, we are committed to providing responsive technical support during the plan year.  This section provides helpful resources and tools for plan sponsors, administrators and trustees in understanding their fiduciary and other responsibilities with respect to various aspects of their plans.

PLAN ADVISORIES

The AICPA Employee Benefit Plan Audit Quality Center prepares Plan Advisories for plan sponsors, administrators, and trustees.

PRIMERS

The AICPA Employee Benefit Plan Audit Quality Center prepares Primers for plan sponsors, administrators, and trustees.

REGULATORY

Link to AICPA Employee Benfit Plan Audit Quality Center

Link to DOL Regulatory Resources

DID YOU KNOW?

Generally, Federal law requires employee benefit plans with 100 or more participants to have an audit as part of their obligation to file an annual return/report.

OFFICE

240 Redtail Road, Suite 12B
Orchard Park, NY  14127

 

716.608.4322

‚Äčjeff@offhauscpa.com

SUBMIT RFP

Please send requests to:

Jeff Offhaus
Jeffrey L. Offhaus CPA, LLC
240 Redtail Road, Suite 12B
Orchard Park, NY  14127

Or via email at jeff@offhauscpa.com

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