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Employee Benefit Plan Audit Services

Knowledgeable, experienced employee benefit plan team 

With more than 2,000 employee benefit plan audits completed annually and a designated team of experienced professionals, we are one of the largest providers of benefit plan audit services in the United States. Our employee benefit plan professionals receive ongoing, in-depth training focused on professional standards and regulations including Internal Revenue Service and Department of Labor initiatives to help our clients prepare for pending changes and other areas of concern.

Our team’s experience includes:

  • Single and multi-employer plans
  • Defined benefit and defined contribution pension plans (e.g., 401(k), 403(b))
  • Money purchase
  • Profit sharing
  • Employee stock ownership plans (ESOPs)
  • Employee Retirement Income Security Act  of 1974 (ERISA) compliance
  • Health and welfare plans

How can we help you?

To discuss how our team can help your business, contact us by phone 800.274.3978 or

National resources, local attention

As a leader in the benefit plan industry serving the middle market, we are committed to understanding our clients’ plans and businesses. Our national resources help companies stay current as the rules and regulations governing today’s plan marketplace continue to evolve. And with more than 90 offices across the country, we offer the attention of a local office.

Industry leadership and commitment to quality

Our firm has been a member of the American Institute of Certified Public Accountants’ (AICPA) Employee Benefit Plan Audit Quality Center since its inception, and we have had an active member on its executive committee since 2006.

We also have active members and participate in:

  • AICPA’s Employee Benefit Plan Expert Panel
  • AICPA task forces
    • 403(b) Task Force
    • Employee Benefit Plans Audit Guide Revision Task Force
    • Employee Benefit Plan Audit Guide Overhaul Task Force

Most popular employee benefit plan audit insights

INSIGHT ARTICLE

The economy's impact on retirement plans

Plan sponsors have a variety of options that can help their participants stay the course for a healthy retirement.

INSIGHT ARTICLE

The importance of plan document maintenance for benefit plans

The second in a series of articles on internal controls for employee benefit plans, focusing on plan document maintenance.

WHITE PAPER

The devil is in the details

Article on ESOP distributions, focusing on the detailed mechanics of the how, when and what value is used at the time of the sale.

INSIGHT ARTICLE

The importance of plan document maintenance for benefit plans

The second in a series of articles on internal controls for employee benefit plans, focusing on plan document maintenance.

WHITE PAPER

Are your retirement plans expenses reasonable?

A guide to the retirement plan service provider fee disclosure regulations.

WHITE PAPER

What impact does healthcare reform have on employers’ benefit plans?

The survey offers a comprehensive view of firms’ total employee rewards programs and reveals key trends that is rarely available from a single source.