McConnell Jones is in the top 3% of all CPA firms in the US that perform benefit plan audits.

Services for Benefit Plan Audits Include:

  • Defined benefit plans (cash balance, retirement)
  • Defined contribution plans (401 (a), 401(k), 403(b), ESOPs)
  • Health and welfare plans
  • SEC Form 11-K filings
  • SEC Form 11-K filings
  • 5500 compliance
  • 11K filings
  • Benefit plan audit prep and clean-up

Beyond our technical skills, the way we work simplifies the audit process for our clients.

Our unique audit process means greater effectiveness from our audits and greater efficiency for our clients. The process of benefit plan audits can be a disruption to the normal activities of financial and HR professionals in client organizations. We have streamlined the process using a unique technology platform that improves management of the audit process for both our professionals and the clients with whom we interact to complete audit work.

Benefits of our Plan Benefit Audit Optimizer include:

All deliverables for our audit staff and our client counterparts
Calendar timing for each phase of the audit
Email communications into a single chain, in the dashboard, for easy access
Non-confidential documents into one dashboard driven repository

Our Commitment

The Power of Diverse Thinking

Our Commitment

Better Scoping
Less Billing Surprises

Our Commitment

Technology Streamlining Audit and Tax Process

Our Commitment

High Staff Retention
Consistent Service Teams

Our Commitment

Superior Communications

Our Commitment

Transparency & Accountability

Upcoming Events

A Review of Changes of Employee Benefit Plans

Lessons Learned in 2020- A Review of Changes of Employee Benefit Plans The CPAs of McConnell & Jones invite you to a complimentary webinar to review the significant employee benefit plan changes that transpired in 2020. During this informative seminar, a panel of benefit plan experts will highlight tips and advice to help navigate the […]

Year End Tax Planning

Year End Tax Planning: What You Need to Know for 2021 Join McConnell & Jones as we walk through year end tax planning and the Paycheck Protection Program (PPP). Our webinar will discuss: Year-End Tax Tips Paycheck Protection Program and Taxes Paycheck Protection Program Overview and Forgiveness Qualifies for 1 Hour of CPE Credit Registration: […]

We audit the auditors.

McConnell & Jones performs the employee benefit plan audit for one of the Big Four CPA firms, so you can have assurance we have the right skills and experience to pass muster.


Eric Ernest


Epicure. Jazz Enthusiast. Sophophile.

Michelle Brumfield

Director, EBP Audit & Compliance

Gardener. Cooking Coach. Tennis Player.

  Sharjeel Ahsan

Director, EBP Assurance

Hobbyist. Photographer. Drone Enthusiast.

How Can Our Unique Perspectives Assist You?

If you have any questions or just want to reach out to one of our experts, use the form and we’ll get back to you promptly.