Employee Benefit Plan Audit

We provide high quality, tailored Employee Benefit Plan (EBP) audits. Our comprehensive approach goes beyond the identification of errors and meeting minimum regulatory requirements to providing solutions to common problems of plan administration. Simply put, we won’t just audit your EBP plan; we’ll strengthen it.

Whether you’re new to EBP audits, or are considering a new provider, our team can:

  • Recommend plan control improvements or process efficiencies
  • Identify operational errors to ensure participants are receiving promised benefits
  • Deliver regular accounting and regulatory updates
  • Provide IRS or DOL audit assistance
  • Present audit information at trustee meetings

Our team brings proven experience in all areas of ERISA and is qualified to deal with the audit requirements of the Department of Labor. We are members of the AICPA Benefit Plan Quality Center and our audit team receives ongoing training on issues affecting plan compliance.

We welcome the opportunity to meet with you about your EBP audit and see if we might be of service.

Looking for information about other audit services? Visit Audit and Assurance and Internal Audit.

Members of the Employee Benefit Plan Audit team, led by Partner-in-Charge Pat Deming (second from right).

Let’s talk about your business!


Other Services

Learn more about our other services for your business.

Audit and Assurance
Tax Consulting and Compliance
Accounting Software Solutions
Business Consulting

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Information and Resources

Changes to the 2023 Form 5500

by Kernutt Stokes |
The Department of Labor (DOL) released the final changes to Form 5500 relating to the September 2021 notice of proposed form revisions (NPFR) to amend Form 5500. The changes fall into seven major categories. These changes are effective for plan years beginning on or after January 1, 2023, and will be incorporated into the 2023 Form 5500.

The Great Regret Urges Plan Sponsors to Review Their Benefits Lineup

by Patrick Deming |
We have all heard of the Great Resignation, a term coined to describe the millions of employees that left their jobs since the onset of the COVID pandemic in 2020. Many employees who moved on to another job are having second thoughts about their decision—a new phenomenon that is being referred to as the Great Regret.