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Employee Benefit Plans

EMPLOYEE BENEFIT PLANS

Your Employee Benefit Plan Audit is in Good Hands.

A trusted provider of audit and tax services for employee benefit plans of all sizes, Rodefer Moss’s experience and skill delivers exceptional results.

 

Regardless of whether your employee benefit plan is small, just meeting audit requirements, or exceeds 2,500 participants, meeting your specific needs is the heart of what we do.

THOUGHT LEADERSHIP

Insights

EMPLOYEE BENEFIT PLANS

Commitment

Our commitment to excellence is further demonstrated by our voluntary membership in the American Institute of Certified Public Accountants (AICPA) Employee Benefit Plan Audit Quality Center. 

 

Through this membership, we have access to extensive technical, legislative, and regulatory resources that enable us to deliver high-quality employee benefit plan audits.

 

Our commitment to the highest quality standards includes designating a subject matter expert, establishing specific quality control programs, conducting annual internal inspection procedures, and making our peer review report findings publicly available.

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Stand Up Meeting

EMPLOYEE BENEFIT PLANS

Solutions

Audits

Recommendation for Benefit Service Providers

Prep of Form 5500, Form 990T Filings

Resolving Compliance Issues

Assist with Prohibited Transaction Issues

Assist with IRS & DOL Audits

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EMPLOYEE BENEFIT PLANS

Team

an image of Samuel French, President of Rodefer Moss

Samuel French

President

an image of Rickey Luttrell, Executive Director of Advisory Services at Rodefer Moss

Rickey Luttrell

Partner / Executive Director of Advisory Services

an image of Emilee Riehn, Partner at Rodefer Moss

Emilee Riehn

CFO, CAO

an image of Sarah McNally, Partner at Rodefer Moss

Sarah McNally-Martin

Partner

an image of Drew Nelson, a Senior Audit Manager at Rodefer Moss

Drew Nelson

Partner

Makayla Hurd

Audit Manager

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