We can prepare your SEC filings

According to regulations, a party other than the auditor who does the employee benefit plan audit must prepare the financial statements for plans that are filed with the Securities and Exchange Commission (SEC).

For many public companies, that means outsourcing the preparation of their SEC filed II-K financial statements and the supporting trial balances and schedules. When we are not the benefit plan auditors, we can provide such accounting services.

Plante & Moran's accounting service group works in conjunction with our benefit plan auditors to ensure we are up-to-date on changing disclosure requirements.

We will also work with your plan auditors to help ensure a smooth audit. The scope of work is driven by the client and depends on their staff resources and particular needs.