GMS Surgent CPA
Audits of Employee Benefit Plans

GMS Surgent specializes in the highly regulated Employee Benefit Plan Audit area which is a type of audit not performed by all accounting and advisory firms. Our professionals regularly monitor emerging GAAP, ERISA, and other relevant developments. We are uniquely qualified to identify operational and regulatory issues, as well as accounting and audit issues, which affect your business plan.
Specifically, GMS Surgent professionals have experience performing audits on a variety of benefit plans including: 
  • Full-Scope and Limited-Scope Audits
  • Defined contribution and defined benefit plans, retirement, health and welfare plans
  • Preparation of Form 5500 for all types of employee benefit plans
  • Accounting services, such as summarizing investment statements
  • Assistance with resolving compliance issues, such as correcting prohibited transactions for late/non-filing of Form 5500 returns
  • Assistance in reconciling transfers of investments and participant information where a trustee and or record keepers relationship is changed
After 15 years of providing employee benefit plan audits, we pride ourselves on seamlessly meeting the needs of the plan sponsors we work with. The GMS Surgent approach allows us to charge lower fees than many of the larger national firms. We are committed to helping our clients save on fees whenever possible by reviewing the audit requirements of a plan and then reporting any alternatives that may be available.
For more information, please contact:

Lauren Adamski, MT, CPA
Managing Member
Direct Dial: 484.395.2205