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Does your non-profit organization need help with a 403(b) plan audit? Most 403(b) plans have never been tested, making this a new experience for both your organization and the auditing firm.

Click here to download our checklist of required documents. Use this document to prepare for your audit.

Each non-profit organization is impacted differently, depending on the:

  • Size of plan
  • Type of investments
  • Number of eligible participants
  • Completeness of data

Fill out the form or email us to learn how Cummings, Keegan & Co., P.L.L.P. can assist with your 403(b) retirement plan audit. Our Auditing Partner, Jeff Emerick, CPA looks forward to talking with you.

Name
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# of Eligible Participants
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