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   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…
Employee Benefit Plans   Articles
Why It Is Important to Educate Your Employees on Retirement
Though we may not realize it, saving enough money to retire is one of the reasons many of us…
Employee Benefit Plans   Videos
Importance of Retirement Plan Education
Please join Brad Muniz and Connor Whelan, SobelCo, as they discuss why employers should educate their employees on retirement…
Employee Benefit Plans   Articles
Fidelity Announces Bitcoin May Become a 401(k) Investment Option
In April Fidelity Investment announced that it would take a leap of faith in allowing participants in 401(k) plans…
Employee Benefit Plans   Videos
Employee Benefit Plan Audits
Please join Brad Muniz and Marissa Flood, SobelCo, as they discuss the parameters that requires an employee benefit plan…
Employee Benefit Plans   Articles
Securing Your Employee’s Financial Retirement – 2022 and Beyond
Part I-Why Add More Options into Your Company’s Retirement Plan? In December 2019 when The Setting Every Community Up…
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
Close