The regulatory landscape of employee benefit plans is becoming increasingly complex. Staying current on these changes is a time-consuming and challenging effort. As the plan sponsor, your responsibilities include the safeguarding of participant assets. You need a partner to guide you through the maze of regulatory requirements.

Rubino & Company provides audit and ERISA compliance services for a variety of employee benefit plans. We have the experience and expertise you require and are able to suggest recommendations and share operational insights.

Before we start any audit, our knowledgeable team will analyze the operation and design of your retirement plan and tailor the audit approach based upon the unique structure and features within your plan.

We provide services to the following types of employee benefit plans:

  • 401(k) Plans
  • 403(b) Plans
  • Employee Stock Ownership Plans
  • Health and Welfare Plans
  • Other retirement plans

Our employee benefit plan services include:

  • Financial statement audits
  • Preparation of Form 5500
  • Operational compliance review
  • Plan design and implementation
  • Investment advisory services

Commitment to Quality

We work hard to deliver quality services to our clients – and we’re proud of our impeccable history.

In all of Rubino & Company’s peer reviews, conducted by an independent CPA firm, we have received an unqualified report without a letter of comment. This accomplishment has been achieved by few CPA firms and speaks to the level of our commitment to providing quality audit and review services.