Service Line Leaders

Ray Roberts, CPA, CM&AA
Managing Partner

Alan D “A.J.” Bowers, CPA
A&A Group Partner

Amy Cherne, CPA, CCIFP
A&A Group Partner

Danny Martinez, CPA, CGFM
A&A Group Partner

Adam Findell, CPA, CFE
A&A Group Senior Manager

Employee Benefit Plan Audits

RPC CPAs + Consultants audits employee benefit plans throughout Texas, New Mexico and Arizona. These audits are performed to meet the ERISA requirements for benefit plans with more than 100 eligible participants, and are included with the plan’s annual IRS Form 5500 filing. Clients hire us to perform these services due to our expertise, professionalism, and most importantly, our extraordinary team members. Our specialties in this area include 401(k), 403(b), and Employee Stock Ownership Plans (ESOP).

Clients benefit from our participation in the AICPA’s Employee Benefit Plan Audit Quality Center and PKF Employee Benefit Plans Community of Practice.  These memberships provide us the education and resources that result in increased accuracy of our audits. 

Ultimately, this increases the likelihood that the Department of Labor and the IRS will accept the report.