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Taft-Hartley benefit plan audits

Timely reporting is key to a successful benefit plan. With complex requirements — especially for Taft-Hartley funds — our team helps you protect your plan, reduce risk and stay compliant.
Managing multiemployer plans means balancing a wide range of responsibilities, from health and welfare programs to pension and defined contribution plans. Each plan type carries its own compliance demands, and Taft-Hartley funds add another layer of complexity with their distinctive regulatory and operational issues.

Our team brings deep expertise across all aspects of compliance: reporting, fiduciary oversight and operational management.

Expert audits for Taft-Hartley benefit plans

Sikich invests heavily in its employee benefit practice, including a dedicated Taft-Hartley benefit audit service that gives plan sponsors confidence through quality assurance and an efficient audit process. Our team of specialists focuses exclusively on Taft-Hartley benefit plan audits, helping you stay compliant and meet fiduciary responsibilities. Services include financial statement and payroll compliance audits, preparation and review of Form 5500 and Form 990, ACA reporting and compliance, and UBI tax planning.

Solutions

The value of our solutions

Audits do more than just satisfy financial reporting requirements. They help organizations assess risk, uncover management issues and provide insights to guide future decisions. Sikich’s audit and assurance services provide the information you need to strengthen your organization for success.