Employee Benefit Plans

Securing the future of your employees

Helping You Navigate Fiduciary Responsibility

Each year the rules and regulations governing benefit plan compliance grow increasingly more complex. With heightened governmental scrutiny, are you confident your employee benefit plan complies with all applicable requirements?

At Leone, McDonnell & Roberts, our dedicated audit staff maintains up-to-date knowledge of employee benefit plan compliance, so you may be assured that your annual audit is thorough and compliant with the appropriate reporting and disclosure requirements.

Our employee benefit plan audit professionals have extensive experience, resulting in high efficiency, reliability, and quality throughout our audit engagements.

We provide expert assistance
in the following areas:

  • Accounting services
  • Financial statement preparation
  • All audits as required by ERISA
  • Consultation regarding IRS and Department of Labor updates
  • Preparation of Forms 5500 and related tax services
  • Representation during IRS and Department of Labor audits
  • Special audit procedures directed toward compliance with regulatory requirements
  • Submission of documents to the IRS and Department of Labor


Our people are our greatest asset. They are the foundation and reason for our growth and success.