employee benefit audits

Benefit Plan Audits

audit services

Virtual Audit Process

I make audits easy with a fully virtual process.

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Why Anne McCaleb?

Employee Benefit Plan Audit Services

If your company's retirement plan is required to have an audit, you need an independent CPA that will make the process easy. I'm Anne McCaleb, CPA and I specialize in employee benefit plan audits and 401(k) audit services. I offer a streamlined audit process where all of the work is done remotely with limited involvement from the company. The result is less disruption for you and your staff so you can focus on business while I handle your audit.

As your trusted advisor, you can count on me to conduct your audit in line with the Employee Retirement Income Security Act of 1974 (ERISA) and all current Department of Labor (DOL) requirements. I'll share my findings throughout the audit so your company can get in and stay in compliance with these regulations. You'll receive sound advice on how to improve internal controls and plan administration so you can avoid late remittances, inaccurate contributions, and other potential issues.

All benefit plan auditors are not created equal. The level of expertise you receive depends on the CPA firm you choose. Choose wisely. Call me now at 916-634-4002 or request your free free consultation online to get started.


I'm a member of the Employee Benefit Plan Audit Quality Center (EBPAQC). This special AICPA membership gives me access to exclusive resources that empower me to perform the highest quality employee benefit plan audits.

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Meet Anne McCaleb, CPA

anne mccaleb cpaPrior to opening my own practice, I was the managing auditor at an accounting firm in Sacramento. Since then, I have specialized in employee benefit audits. I typically spend approximately 30 hours each year on continuing education specifically for the defined contribution plan audits.

Free Initial Consultation

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