Pension Audits
The Pension & Benefits Services Group
The Pension & Benefits Services Group of the BPM Family of Firms
brings together professionals from various disciplines within our
organization to enhance the service we provide to our clients and
they provide to their employees. Our dedicated team is comprised of
experts in pension audits, human resource consulting and employee
benefits. We work with you and your third party administrators to
ensure that your fiduciary responsibilities are fulfilled and that
your employees are well served.
Our Pension Audit Team
Our Pension Audit team prides itself on the depth of its knowledge
and years of experience. With over 20 years of experience in pensions,
our audit partners lead this group. Our staff receives extensive training
on the specific issues concerning pensions and we work hard to make
sure that the relationships built during a first year audit are preserved,
making every effort to reassign staff to the same jobs each year.
Additionally, we go the extra mile, providing consultative advice
in the form of a written management letter to help prevent this year’s
petty annoyances from becoming next year’s fiduciary nightmares.
We are a wealth of resources
We have aligned ourselves with professionals specializing in all aspects
of pensions and benefits including attorneys, investment managers
and third party administrators. Through these contacts and our own
experience, we are able to fully understand the ever changing landscape
of the pension and benefits industry and can help you understand these
changes as well.
With our colleagues, we offer periodic seminars and opportunities
for you to network with peers who are also concerned with their fiduciary
responsibilities and the well-being of their employees. Additionally,
should you have questions regarding other aspects of your business,
our Pension and Benefits group integrates seamlessly with many other
disciplines within the BPM Family of Firms.
To help determine if your company needs a Pension
Audit, click on Decision Tree (PDF).
For a checklist of items BPM will need to draft a proposal for a Pension
Audit for your company, click on Proposal
Checklist (PDF).
To order articles from BPM's Quarterly Pension Audit newsletter, click
on "Pension Update"
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