Our full-time staff has a combined 100+ years of experience solely auditing Multiemployer Benefit Plans and Labor Unions / Labor Organizations. We audit and/or prepare government filings for 50+ Multiemployer Plans as well as 50+ Labor Unions / Labor Organizations annually. This experience includes varying types and sizes of Plans, types and sizes of Administrators; dozens of different Attorneys, Benefit Consultants, Investment Custodians, Managers, and Advisors. There is no Plan to big or too small. The firm has grown from two to ten full-time employees solely for the purpose of serving Multiemployer Benefit Plans and Labor Unions / Labor Organizations.
Kurt invests much of his time to the daily teaching and encouraging of each Associate to be creative and innovative and to apply their skills to make the firm better as a whole. Many of our workpaper templates have been created internally to focus on the unique aspects of these plans. Every audit is reviewed by Kurt before it is issued.
Every CPA will attend annually either the AICPA Employee Benefit Plan Annual Conference, AICPA Employee Benefit Plan Update Conference, IFEBP Annual Conference, or IFEBP Plan Professional’s Conference. Kurt has attended over 25 AICPA Employee Benefit Plan Conferences, all AICPA Employee Benefit Plan Update Conferences, Several IFEBP Collection Conferences (for payroll audits), IFEBP Plan Professional (Accounting and Auditing) Conferences and IFEBP Annual Conferences. He has taught at two IFEBP Conferences and two American Bar Association employee benefit conferences.
Alma Vazquez will continue to attend the National Health Care Anti-Fraud Association Annual Conferences. This conference provides unparalleled learning opportunities related to combating health care fraud and abuse.
Needles 2016 Peer Review Reports and Acceptance Letters
Peer Review Letters
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Although we are hired by Boards of Trustees, we work for the participants of each plan. There is no Plan too big or small. We realize that these working men and women are providing us with our livelihood and we owe them our best effort every year and on every audit.
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