Employee Benefit Plan Health Check

Posted on July 6, 2019May 9, 2022

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Performing a regular and independent assessment or “health check” of your retirement plan can ensure your organization’s plan remains properly designed for your employee population and delivering the best possible benefit with the least amount of risk & cost. Davide Villani, leader of AAFCPAs’ specialized Employee Benefit Plan Audit & Consulting Practice, outlines typical improvements recommended by AAFCPAs following a plan assessment, and shares some common plan modifications that may encourage employees to maximize their retirement benefits and proactively save for a timely retirement.
These audio sessions were recorded live at AAFCPAs’ April 25th, 2019 Annual Nonprofit Educational Seminar. Slides may be downloaded by clicking here. >>

Watch the Full Video of this 16:12 Session

About the Author

Davide Villani, CPA, CGMA

Davide is a leader of AAFCPAs’ specialized Employee Benefit Plan Audit & Consulting Practice with extensive expertise in ERISA standards. He provides meaningful audits, done efficiently by a dedicated employee benefit plan audit practice within a 300-person CPA & consulting firm, and with access as needed to the resources of PrimeGlobal, the 4th largest CPA firm network globally. He audits and advises plan sponsors on ERISA compliance requirements, including those associated with administering 401K, 403B, Defined Benefit, and Health & Welfare Plans. He provides proactive guidance to retirement plan fiduciaries, which helps to protect the financial integrity of employee benefit plans. He reviews the Form 5500 to confirm that investments reflect accurately in the financial information, and that you are operating the plan confidently in compliance with ERISA reporting and fiduciary requirements.