Our Approach

With our hands on partner approach, we are dedicated in providing high quality, technical expertise to fit your needs. We have a streamlined audit approach utilizing technology to provide efficient, timely audits for both new and existing Plans in any industry. We are proud to work with you as your trusted advisor to ensure your employees are well served as they prepare for their future retirement.

Why choose SobelCo?

We work with Plans of all sizes that range from individual plans to plans with over 15,000 participants, so you can rely on us to meet your Plan’s needs. At SobelCo, we understand your time is valuable, so we work closely with your third-party administrators, actuaries and ERISA counsel to streamline the audit process.

Our Employee Benefit Plan team members are comprised of professionals from a variety of backgrounds, including the “Big Four,” as well as national, and regional firms. As such they have a deep understanding of employee benefit plans. It is that experience and our year-round practice, delivered at a fair and reasonable fee, that differentiates us from other auditors, which is why you can rely on us as your trusted advisor.  

People want to do business with people they can trust. It is that simple. And that’s why we were among the first firms to register with the AICPA’s Employee Benefit Plan Audit Quality Center (EBPAQC).  As a result of our membership, you can have confidence in the reliability and quality of our work as well as in the sincerity of our commitment to you and your success.

REQUEST FOR PROPOSAL

Submit RFP
RELATED RESOURCES View All
Employee Benefit Plans   Videos
Employee Benefit Plan Control Weakness & Deficiencies
Please join Brad Muniz and Matthew Charne, SobleCo, as they discuss the control weaknesses and deficiencies that relate to…
Employee Benefit Plans   Articles
Why Young Professionals Should Consider Roth Contributions
WhoThe term “Young Professionals” can be vague, and many skip over opportunities out of a false belief that they…
Employee Benefit Plans   Articles
Don’t Take the Gamble When It Comes to the Security of Your Employee Benefit Plans
Has your organization put a cybersecurity plan into place as remote work and hybrid options have changed the way…
Tax   Articles
Planning for Retirement
Retirement planning should be a key component in one’s career. One of the most important steps in planning for…
Employee Benefit Plans   Articles
IRS Pre-Examination Retirement Plan Compliance Program
In early June 2022, the Internal Revenue Service (IRS) announced there would be a pre-examination retirement plan compliance program…
Employee Benefit Plans   Articles
What Retirement Plan Sponsors Need to Know About Insurance Products
Retirement Plan Sponsors and Fiduciaries need to be aware of the insurance products available to protect their organization’s Employee…
Related Industries
Our seasoned professionals apply their comprehensive industry knowledge and backgrounds in accounting, attest, tax, and advisory services to stay on top of any issues that arise.
In today’s shifting landscape, count on our industry experts for objective advice and innovative solutions to increase operational efficiency and gain a competitive edge.
Drawing on our own experience as a professional services firm, we assist other practices in reducing risk and optimizing financial performance.

Next Up

INDUSTRIES WE SERVE

INDUSTRIES WE SERVE