Jeffrey L. Offhaus
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"Employee Benefit Plan audits have increasingly become the subject of scrutiny by the Department of Labor ("DOL"). The auditing of these plans is a very specialized and unique service."

Generally, Federal law requires employee benefit plans with 100 or more participants to have an audit as part of their obligation to file an annual return/report (Form 5500 Series).

The AICPA Employee Benefit Plan Audit Quality Center has prepared this document to assist plan sponsors and other stakeholders in the proposal and evaluation process to obtain quality audit services for employee benefit plans.

                  The Request for Proposal and Auditor Evaluation Process PDF

The Department of Labor has developed this guide for plan administrators in selecting an auditor and reviewing the audit work.

                  Selecting an Auditor for Your Employee Benefit Plan

Request for Proposal – Please send requests to:

Jeff Offhaus
Jeffrey L. Offhaus CPA, LLC
240 Redtail Road, Suite 12B
Orchard Park, NY  14127

Or via email at