ERISA Services GHP Horwath, P.C. Member Crowe Horwath International Contact Information ERISA Services The Relationship You Can Count On.™ Adopting a qualified retirement plan is a means for businesses to increase the wealth of employees, while reducing the tax burden on the business. An attractive retirement plan is also important for recruiting and retaining a loyal and high performing workforce. To demonstrate our commitment to audit quality, we are a member of the AICPA’s Employee Benefit Plan Audit Quality Center (EBPAQC), which means that we adhere to its rigorous standards in order to ensure that we maintain the highest level of audit quality. Generally, federal law requires employee benefit plans with 100 or more eligible participants to have an audit, which must be filed with their annual IRS/ DOL filing. Along with fulfilling the legal requirement, a quality audit will provide assurance to plan sponsors and participants about the integrity of the financial information reported. Peace of Mind: Experience: Our specialized and dedicated team offers a wide scope of knowledge and experience. Our principals and senior managers actively train our team members in this everchanging environment of government regulations and accounting and auditing standards. Because of this commitment, we can offer you a dedicated team of experts who understand the requirements of benefit plans and can provide efficient, high quality audits, that meet compliance requirements. Audit | Tax | Advisory | ERISA Services We are dedicated to building a partnership with each client to provide not only an audit report or tax return, but assisting with fiduciary responsibilities, plan qualification and reporting alternatives. This allows our clients to enhance their internal procedures which often increases the efficiency of plan operations. We can also help you navigate through the specialized world of plan compliance and understand the operational and reporting requirements in order to avoid penalties for noncompliance. As a result of our passion for quality and commitment to efficiency, you will appreciate a smooth transition to GHP Horwath. Jennifer C. Cottrell, CPA Principal JCottrell@GHPHorwath.com +1.303.831.5023 Team 3 principals, 7 managers and 15 professionals Expertise • Large and small plan engagements including SEC filings (Form 11-K) • Audit, tax and financial services for: • Defined benefit plans • Defined contribution plans including 401(k), 403(b), profit sharing, money purchase pension plans, stock bonus,and employee stock ownership plans • Health and welfare plans • IRS Compliance • Preparation of Service Organization Reports, formerly SAS 70 Reports • Valuation of hard-to-value assets • Employee Benefit Plan Audit Center member www.GHPHorwath.com