Comprehensive ERISA compliance and employee benefits support for certified public accountants across the U.S. Navigate 2026 regulatory changes with HBL’s experienced attorneys serving clients in 40+ states.
Certified Public Accountants Services at Hall Benefits Law
Certified Public Accountants
Navigating complex ERISA and employee benefits challenges for Certified Public Accountants (CPAs) across the U.S. requires specialized guidance amid 2025 regulatory shifts, such as SECURE 2.0 expansions and DOL enforcement priorities. At Hall Benefits Law (HBL), our attorneys partner with CPAs to deliver proactive, risk-mitigating strategies that align benefits programs with client advisory objectives. With clients in 40+ states and offices in California, New York, Pennsylvania, and our headquarters in Georgia, we've helped CPAs enhance fiduciary oversight and compliance monitoring, reducing client risks by up to 30% through collaborative audits and training. Whether addressing common queries like "how CPAs support ERISA fiduciary oversight" or adapting to potential ACA changes under the Trump administration, our team offers practical insights with national coverage.
Our approach combines deep ERISA knowledge with CPAs-focused collaboration, ensuring compliance while supporting advisory services and client retention. For instance, recent DOL opinions on deferred compensation exemptions underscore the need for precise advice tailored to CPAs needs. Contact our experienced CPAs counsel today to discuss how we can support your practice. Explore related services on our [Fiduciary Governance] page.
As trusted advisors for CPAs, Hall Benefits Law provides results-driven support drawing from extensive ERISA and benefits experience, including handling audits, fiduciary governance, and regulatory adaptations. In 2026, with rising litigation (e.g., 136+ ERISA class actions filed last year), our team helps CPAs mitigate risks through collaborative strategies that integrate legal, accounting, and financial perspectives. Serving clients in 40+ states with offices in California, New York, Pennsylvania, and our headquarters in Georgia, we’ve assisted CPAs in compliance monitoring and risk assessments, as highlighted in our podcast series, to strengthen client plan integrity.
Fiduciary Oversight Collaboration
Partnering with CPAs on duties, investment monitoring, and fee benchmarking to aid in client governance and reduce breach risks.
Compliance Audits and Reviews
Conducting internal assessments and corrections via EPCRS/VFCP, tailored for CPAs to support client error resolutions.
Regulatory Updates
Helping CPAs adapt to 2025 changes like MHPAEA parity rules, PBM reforms, and cybersecurity guidance for advisory purposes.
Training and Education
Providing programs on ERISA standards, documentation, and oversight to enhance CPAs' client advisory capabilities.
Transactional and M&A Support
Reviewing benefits in deals, ensuring CPAs can advise on liabilities and integrations effectively.
As Anne Tyler Hall notes, “For CPAs, strategic collaboration on fiduciary oversight is key to delivering value to clients—our partnerships have improved compliance monitoring nationwide.” We serve CPAs across small, mid-sized, and large practices, with national coverage including clients in 40+ states.
Challenge:
Assisting clients with fiduciary oversight amid 2026 DOL shifts and litigation risks.
Solution:
We provide joint training and monitoring strategies, leveraging our Fiduciary Governance experience to aid CPAs in risk assessments.
Challenge:
Navigating client audits and corrections under expanded EPCRS/VFCP programs.
Solution:
Conduct reviews and filings, drawing from our Audits & Corrections support to minimize penalties for CPAs’ clients.
Challenge:
Adapting to regulatory changes like PBM transparency and mental health parity.
Solution:
Offer updates and contract reviews, helping CPAs advise on cost controls and compliance.
Challenge:
Integrating ERISA advice in M&A and transactional contexts for clients.
Solution:
Perform due diligence and plan integrations, enabling CPAs to identify liabilities early.
FAQs for Certified Public Accountants
HBL provides tailored guidance on fiduciary duties, audits, and updates, helping CPAs support clients through proactive measures. With offices in California, New York, Pennsylvania, and headquarters in Georgia, we serve clients in 40+ states.
They aid in compliance monitoring and risk assessments; we collaborate on training and reviews to strengthen client governance.
By advising on auto-enrollment and RMD changes—our counsel assist with amendments and education.
Focus on enforcement and breaches; we guide internal investigations to resolve issues.
Through oversight and negotiations; we review contracts for transparency and savings.
It covers all plans; we integrate protections into governance frameworks.
Use EPCRS self-corrections; our team minimizes impacts while preserving status.
Awards & Recognition
Hall Benefits Law’s ERISA & Compliance team has earned notable recognition in employee benefits law. The firm is a 2026 Best Law Firms® recipient. Managing Partner Anne Tyler Hall is recognized for Employee Benefits (ERISA) Law in The Best Lawyers in America® 2026 edition. Anne Tyler Hall is a past Super Lawyers Rising Star recipient, and the firm is an Inc. 5000 business, recognized as the fastest-growing firm of its kind in the U.S. for nearly a decade.
Stay Informed
Stay ahead with our latest thought leadership on topics pertinent to CPAs, such as ERISA updates and compliance strategies
Stay informed with our latest webinars, white papers, and regulatory updates. For more, visit our [Insights] section.
Meet the Team
Our professionals bring extensive experience supporting CPAs. Contact:
Anne Tyler Hall
Managing Partner
Contact: (470) 344-6773
Specializing in ERISA compliance and employee benefits law, with recognition in Best Lawyers 2026.
Ready to optimize your benefits compliance?
Reach out to Hall Benefits Law's team for personalized guidance.