401k Plan Audits for
Employee Benefit Plan Sponsors

Hedman Partners LLP provides specialized 401(k) and employee benefit plan audit services for plan sponsors across Southern California.

We help organizations meet their fiduciary and regulatory responsibilities while reducing audit burden, improving efficiency, and ensuring compliance with ERISA and applicable professional standards.

Our employee benefit plan audit team is experienced in working with defined contribution plans of all sizes, delivering accurate, timely audits with minimal disruption to plan operations.

Contact Us today

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Why Employee Benefit Plan Audits Matter

Employee benefit plans are designed to support your employees—but they also come with complex regulatory requirements, fiduciary responsibilities, and annual audit obligations.

As regulations evolve, plan sponsors must ensure their financial reporting and plan operations remain compliant, accurate, and properly documented.

Our role is to help reduce that burden while maintaining full compliance and audit integrity.

OUR APPROACH

  • Specialized ERISA Audit Expertise: We focus exclusively on employee benefit plan audits, including 401(k), 403(b), and other defined contribution plans.
  • Efficient, Low-Disruption Process: Our audit procedures are designed to minimize operational disruption while maintaining full compliance with professional standards.
  • Compliance-Focused Reporting: We ensure your financial statements and disclosures meet ERISA and Department of Labor requirements.
  • Experienced Engagement Teams: We assign consistent, qualified professionals who understand your plan structure and maintain continuity year over year.

The Highest Standards Our Commitment to Quality

Hedman Partners LLP is a member of the AICPA Employee Benefit Plan Audit Quality, demonstrating our commitment to:

  • Audit quality and independence
  • Ongoing professional training and compliance education
  • Adherence to evolving ERISA requirements
  • Best practices in employee benefit plan auditing

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EMPLOYEE BENEFIT PLAN RESOURCES

As part of our commitment to supporting plan sponsors and fiduciaries, Hedman Partners LLP provides access to educational resources designed to strengthen understanding of employee benefit plan audit requirements, responsibilities, and best practices.

These materials are informed by industry standards and our membership in the AICPA Employee Benefit Plan Audit Quality Center.

They are intended to help plan sponsors, administrators, and trustees better understand their roles in maintaining compliance, safeguarding plan assets, and supporting accurate financial reporting.

 

Key Educational Topics

Plan Audit Fundamentals: Resources that explain the employee benefit plan audit process and what plan sponsors can expect during an engagement.

Fiduciary Responsibilities & Oversight: Guidance on monitoring service providers, outsourcing recordkeeping functions, and fulfilling fiduciary duties.

Auditor Communications & Reporting: Information to help plan sponsors understand the communications, findings, and requirements delivered during audit engagements.

Investment Valuation & Reporting: Insights into how plan investments are valued and reported in accordance with regulatory expectations.

Internal Controls & Plan Safeguarding: Best practices for establishing and maintaining internal controls to protect plan assets and improve reporting accuracy.