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.


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