Hands-On Partner
Involvement
Coordination with
Providers & TPAs
Timely,
ERISA-Compliant Delivery
Hands-On Partner Involvement
Coordination with Providers & TPAs
Timely, ERISA-Compliant Delivery
Don’t Get Slowed Down
Employee benefit plans are a great way to encourage and incentivize employees to save for their futures, but maintaining compliance takes considerable time and effort.
Our dedicated team of experienced auditors can help.
Maintain Compliance Requirements with an Efficient Audit
At Forge, we’re ready and equipped to take the stress out of the employee benefit plan audit process.
We use virtual meetings and templates to provide the information needed to complete your audit and make the process more convenient for you and your team.
A typical benefit plan audit timeline includes:
Do I Need a Benefit Plan Audit?
The Department of Labor requires audits for large plans, which also must file the long version of Form 5500. If your plan has never been audited it will require an audit once the plan reaches 121 or more participants at the beginning of the plan year.
We can help confirm whether your plan needs an audit and discuss your options.
Do I Need a Benefit Plan Audit?
The Department of Labor requires audits for large plans, which also must file the long version of Form 5500. If your plan has never been audited it will require an audit once the plan reaches 121 or more participants at the beginning of the plan year.
We can help confirm whether your plan needs an audit and discuss your options.
How It Works
1
Book a
Discovery Call
Fill out the request form to schedule a call with a Forge leader.
2
Select Your
Path Forward
Get personalized service options designed to address your needs.
3
Unlock Faster
Business Growth
Gain insights and support to help you achieve your goals.
1
Book a
Discovery Call
Schedule a free call to meet our team, understand your options, and select the right audit for your organization.
2
Execute
Your Audit
Leverage our team of experts and solutions to bring reliability and visibility to your finances so you have predictability and flexibility in your organization.
3
Present Your Plan’s Financials
with Confidence
Deliver reliable financial information to stakeholders on time, the right way, every time.
1
Book a
Discovery Call
Schedule a free call to meet our team, understand your options, and select the right audit for your organization.
2
Execute
Your Audit
Experience a pain-free process with kind, caring experts who focus on your audit and keep you focused on your organization.
3
Present Your Plan’s Financials with Confidence
Deliver reliable financial information to stakeholders on time, the right way, every time.
1
Book a
Discovery Call
Fill out the request form to schedule a call with a Forge leader.
2
Select Your
Path Forward
Get personalized service options designed to address your needs.
3
Unlock Faster
Business Growth
Gain insights and support to help you achieve your goals.
1
Book a Discovery Call
Fill out the request form to schedule a call with a Forge leader.
2
Select Your Path Forward
Get personalized service options designed to address your needs.
3
Unlock Faster Business Growth
Gain insights and support to help you achieve your goals.
1
Book a Discovery Call
Schedule a free call to meet our team, understand your options, and select the right audit for your organization.
2
Execute Your Audit
Experience a pain-free process with kind, caring experts who focus on your audit and keep you focused on your organization.
3
Present Your Financials with Confidence
Deliver reliable financial information to stakeholders on time, the right way, every time.
Meet Your Audit Partners
R. Ross Van Laar, CPA
Ross is the Director of Audit at Forge Financial & Management Consulting
Ross leads Forge’s audit services with a focus on delivering a process that is smooth, transparent, and valuable. He works closely with nonprofit leaders and business owners to conduct financial statement audits that not only meet compliance standards, but also bring clarity and confidence for the road ahead.
With 15 years of experience in public accounting and assurance services, Ross brings deep technical expertise and a calm, practical approach to complex financial matters. He helps organizations strengthen their financial understanding and long-term planning through audits that are both thorough and collaborative. Ross serves as a trusted advisor year-round – beyond the audit, focusing on helping clients navigate financial challenges and make well-informed decisions for their organizations.
Dan Montgomery, CPA
Dan is an Audit Partner at Forge Financial & Management Consulting. He specializes in audits of nonprofit organizations and employee benefit plans.
Dan helps his clients ensure financial transparency and compliance by guiding them through the audit process. His goal is to support leadership teams in making informed decisions that strengthen operations and stakeholder trust.
With nearly two decades of experience in both private and public industry, Dan offers a well-rounded perspective on audit and assurance services. His practical insight and strategic approach make him a valuable partner to organizations seeking to strengthen their financial stewardship.
