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RFP Process

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 (Form 5500 Series).

AICPA RFP Tool

The AICPA Employee Benefit Plan Audit Quality Center has prepared this document to assist plan sponsors and other stakeholders in the proposal and evaluation process to obtain quality audit services for employee benefit plans.

DOL RFP Guide

The Department of Labor has developed this guide for plan administrators in selecting an auditor and reviewing the audit work.

RFP Requests

Please send requests to:

Jeffrey L. Offhaus CPA, LLC

Orchard Park, NY  14127

or via email at

info@offhauscpa.com

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