At Keller & Owens, LLC, we are committed to achieving the highest quality audit possible.  We understand the complexity of performing employee benefit plan audits and that’s why we have a dedicated team of auditors that possess the specialized knowledge and experience to help ensure compliance with the appropriate standards and changes in regulations that may impact your firm’s employee benefit plan audit.

With over a decade of experience performing employee benefit plan audits, we have served numerous plan sponsors. We plan and execute our audits in a way that maximizes audit efficiency and quality, and we offer your plan administrator and human resources personnel confidence in their plan reporting and management.

Our Quality Commitment

As a member of the American Institute of CPAs Employee Benefit Plan Audit Quality Center, we are committed to adhering to the highest quality standards by voluntarily agreeing to the Center membership requirements, which include designating a partner responsible for our employee benefit plan audit practice, establishing quality control programs, performing annual internal inspection procedures, and making our peer review report findings publicly available.

At Keller & Owens, LLC, our goal is to continue to enhance our quality initiatives within our employee benefit plan audit practice to deliver the highest quality audit services possible.

Employee Benefit Plan Audit Services

Our employee benefit plan audit services include:

  • Audits of pension, health and welfare, and 401(k) plans subject to the Employee Retirement Income Security Act (ERISA) under the regulatory authority of the U.S. Department of Labor (DOL).
  • Audits of church and other similar plans exempt from ERISA
  • Preparing IRS Form 5500 and summary annual reports
  • Consulting services related to employee benefit plans

Staff Expertise

Our team of employee benefit plan specialists stay current in this highly technical practice area by attending various continuing education programs including the annual AICPA National Conference on Employee Benefit Plans and other relevant seminars. We also maintain a library of important technical resources and regularly review alerts from the AICPA Employee Benefit Audit Quality Center, the Department of Labor, the Internal Revenue Service and other applicable resources.

For additional information about our audit team, click here.

For more information about audit quality, visit the Employee Benefit Plan Audit Quality Center.

For more information about our employee benefit plan audit services, download a copy of our brochure or contact Rich Bili or Tiffany Rogers at (913) 338-3500 or e-mail us at