Good people.
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 their ERISA audits, the prospect made it clear: his top priority was filing timely this year. We were determined to deliver.
Charting a New Course
After our initial meeting, we knew this audit required an especially proactive approach. Generally, due to the extensive third-party coordination and client onboarding tasks that come with a first-year ERISA audit, making granular predictions about specific timing can be tricky. However, to ensure the client felt confident they would file on time, 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. As they continue to grow, we are here to provide complimentary and general advisory services. Today, because we’ve demonstrated 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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Good people.
Every thing from keeping us up on all of the changes to consistent timely assistance when we need!
Having Jim Yard as resource. He is easy to reach and reactive to any request. Appreciate his partner with me.
Good continuity throughout the engagement teams showing complete understanding from Shareholder all the way down to the senior and staff level.
They collaboratively work with us.
Good people, firm culture and reasonably priced. It’s also nice to support a locally HQ’d firm.
The past year has been the perfect example of what I like best about Schneider Downs. In addition to our recurring annual corporate audit, tax compliance, and employee benefit plan audit / TPA services, SD&Co has provided us with cyber security consulting, breach response, lease accounting software and implementation, and estate valuation services. It is great to know that with a call to one of our primary relationship contacts, we can quickly and confidently be placed in the hands of an expert in any number of financial-related services. Communication and consistency within all SD&Co. service offerings is fantastic!!!
the ease of having questions answered- the knowledge of our day-to-day business needs and issues.
Honesty, Integrity, Professional
Down to earth.
Relationships with the great people we work with.
Schneider Downs’ engagement teams are hand-selected by our shareholders based on skill sets and experience and are available around the clock for consultation. Each attestation engagement is subject to our comprehensive quality control and risk management system, providing an independent review of audit opinions, related financial statements and significant underlying working papers, to ensure that the highest levels of professional standards are met.
To learn more, visit our dedicated Audit and Assurance page.
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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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