Employee Benefit Plans

Our firm has over 40 years of experience working with employee benefit plans. We understand the complexity of performing employee benefit plan audits and that's why we have a dedicated team of auditors that possess the specialized knowledge and experience to help ensure compliance with the Employee Retirement Income Security Act (ERISA) under the regulatory authority of the U.S. Department of Labor (DOL) and changes in regulations that may impact your firm's employee benefit plan audit, including:

Since the inception of the American Institute of Certified Public Accountants (AICPA) Employee Benefit Plan Audit Quality Center (EBPAQC), JNM has been an active member and is committed to performing quality audits by voluntarily agreeing to the EBPAQC membership requirements, including designating a partner responsible for the firm’s employee benefit plan audit practice, establishing programs to ensure personnel are properly trained and possess current knowledge specific to employee benefit plans, performing annual internal inspection procedures, and making the firm’s peer review report findings publicly available. Our team of employee benefit plan auditor specialists stays current in this highly technical practice area by attending various continuing education programs including the annual AICPA National Conference on Employee Benefit Plans and other relevant seminars.

If your organization or business needs an employee benefit plan audit, let's start a conversation that could help ensure your compliance.

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Our Employee Benefit Plan services include:

Consulting services related to employee benefit plans
Financial statement audits, reviews and compilations
Reporting compliance
Agreed-upon procedures engagements
IRS Form 5500 reporting
Assistance with DOL corrective action

Meet Our Team

“I’ve devoted my professional career to public accounting. Since joining JNM in 2016, I’ve had the opportunity to continue to do what I love with people I enjoy working with.”

— Bill A. Talley | CPA

 

Our Partners
Our Partners
 

Meet Our Team

Our firm has unlimited potential, and by extension I have unlimited potential.

— Travis C. Frick | CPA, CGMA

 

Our Partners
Our Partners
 

Meet Our Team

I enjoy what I do and our long-term client relationships.

— Dennis G. Martin | CPA

 

Our Partners
Our Partners
 

Meet Our Team

Our firm has unlimited potential, and by extension I have unlimited potential.

— Travis C. Frick | CPA, CGMA

 

Our Partners
Our Partners
 

Meet Our Team

I enjoy working with people I trust. Our firm is talented and committed to quality.

— David R. Price, Managing Partner | CPA, CGMA

 

Our Partners
Our Partners
 

Meet Our Team

"Being a part of JNM has given me the opportunity to get to know our great clients and work with many talented individuals. We have the opportunity to help people every day."

— R. Wayne Stratton | CPA, ABV, CFE, CFF

 

Our Partners
Our Partners
 

Meet Our Team

I enjoy the team environment. We all know that we have each other’s back.

— Joe M. Legel | CPA

 

Our Partners
Our Partners
 

Meet Our Team

I enjoy working with our clients to ensure their needs are met.

— Jonathon D. Eade | CPA, MBA

 

Our Partners
Our Partners
 
 
"Jones, Nale & Mattingly provides me with the information I need on a one-to-one basis. They do it all.”

—TIM BARNES
President,
Hometown Bank of Corbin

349

years of collective accounting experience

30

Average years of experience per JNM partner

3

JNM partners elected as past KYCPA presidents

349

years of collective accounting experience

30

Average years of experience per JNM partner

3

JNM partners elected as past KYCPA presidents