A Southeast leader in providing employee benefit plan (EBP) audit, tax, and consulting services, CRI performs over 200 audits annually for plans ranging from 100 participants to several thousand. Our innovative EBP solutions include the following:

• Defined benefit plans
• Defined contribution plans—including 401k and 403b
• Employee stock ownership plans
• Health and welfare plans
• Profit-sharing plans

Employee benefit plans are regulated by both the IRS and Department Of Labor with the latter citing auditor inexperience as one of the most common causes of audit deficiencies. CRI delivers employee benefit plan expertise that is supplemented by our membership in the AICPA’s Employee Benefit Plan Audit Quality Center (EBPAQC). This voluntary membership subjects our personnel to additional EBP training requirements and demonstrates our commitment to quality audit, tax, and consulting services.



CRI clients benefit from a streamlined approach delivered with open communication and efficient coordination resulting in accurate reporting and compliance. CRI provides employee benefit plan services to smaller private companies, private and public middle market companies, and larger public companies. Since CRI is registered as a Public Company Accounting Oversight Board (PCAOB) firm, we perform audits of Forms 11-K filed with the Security and Exchange Commission (SEC).

CRI’s expertise and experience regarding ERISA and proactive service approach allow us to meet your timelines when filing your Form(s) 5500. Maintaining staff continuity on each engagement is beneficial to both our clients and staff. Often, our EBP teams annually consist of the same members, allowing management to enjoy the benefits of stability, as well as personal relationships.