Every thing from keeping us up on all of the changes to consistent timely assistance when we need!
Client: Global Marine Shipping & Transportation
Schneider Downs Service: ERISA Audit
How it Started
In 2021, Schneider Downs was contacted by a company that had missed its most recent ERISA filing date by several months, creating significant frustration with their current provider. Although Schneider Downs was not local to their area, the client reached out to us at the recommendation of their actuary. When he asked us to propose on their ERISA audits, the prospect was very clear: his top priority was filing timely this year. We were determined to deliver.
Every Step of the Way
After our initial meeting, it was clear that this audit required an especially proactive approach. In general, due to the extensive third-party coordination and client onboarding tasks that come with a first-year ERISA audit, it’s tricky to make granular predictions about specific timing. However, to make sure the client felt comfortable that this year would be different than the last, we carefully outlined and committed to a detailed timeline of our audit plan in April.
To ensure we delivered on the promised timeline, we conducted biweekly calls with the client in June, even though fieldwork didn’t start until August. When we did begin fieldwork, which we conducted remotely, we upped the cadence of our calls and communicated regularly with the client through issuance—which occurred with time to spare.
How it's Going
Since successfully completing their ERISA audits, we’ve developed a strong partnership with the client and continue to provide several complimentary services and general advisory services as they grow. Today, because we’ve demonstrated that their priorities are our priorities, we’re the first to know whenever a change occurs within their organization. They know we’ll always pick up their call.
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Every thing from keeping us up on all of the changes to consistent timely assistance when we need!
the ease of having questions answered- the knowledge of our day-to-day business needs and issues.
Good people, firm culture and reasonably priced. It’s also nice to support a locally HQ’d firm.
Brett Cubellis is the best! He always follows up and is prompt in his response.
Relationships with the great people we work with.
Variety of services, expertise and customer service.
My family has been working with Darin Schindler for almost 30 years. Darin is a consummate professional and our family’s most-trusted advisor. I have nothing but the highest praise for him and his team at SD.
Professionalism and pragmatic
The people. They are very knowledgeable and quick to respond when issues arise. Jim Yard and the staff out of Pittsburg have been very helpful in the areas of IT Auditing, Mortgage Company Operations, and Wealth Management. They are very prompt in returning our calls and providing support when needed.
Having Jim Yard as resource. He is easy to reach and reactive to any request. Appreciate his partner with me.
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Schneider Downs is a Top 60 independent Certified Public Accounting (CPA) firm providing accounting, tax, audit and business advisory services to public and private companies, not-for-profit organizations and global companies. We also offer Internal Audit; Technology Consulting; Software Solutions; Personal Financial Services; Retirement Plan Solutions and Corporate Finance Services. Schneider Downs is the 13th largest accounting firm in the Mid-Atlantic region and serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA.
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