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Retirement Systems

Many organizations face rapidly-evolving audit and reporting requirements related to their retirement, defined benefit pension and deferred compensation plans. At the same time, the structure and allocation diversity within these programs continue to grow ever more complex.

At Bert Smith & Co., we provide a variety of auditing, compilation and reporting services for pension and trust funds of employee retirement systems. Serving both public and private sector organizations, our capabilities in this area include:

• Evaluation of Plan Compliance with ERISA
• Audit of Single- and Multi-Employer Defined Benefit Pension Plans
• Assessment of Internal Controls
• Investment Valuation and Accounting
• Accuracy and Collectibility of Interest/Dividend Income
• Financial Statement Presentation and Disclosures
• General Ledger Accounting and Account Reconciliation and Analysis
• Review of Cash Flow

Please contact us for additional information about our firm and the many ways we can help you achieve your goals.

 

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Firm Profile | Services | News & Events | Resources | Contact Us
BERT SMITH & Co. | Certified Public Accountants & Management Consultants
1090 Vermont Avenue, NW, Suite 920 | Washington, DC 20005
Bert Smith & Co. || GSA Schedule
Phone: 202-393-5600 | Fax: 202-393-5608
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