Employee Benefit Plan Audit

As one of the largest employee benefit plan auditors in the nation, we have a long-standing reputation for delivering trusted benefit plan audit services. We audit more than 1,400 plans and $750 billion in investments held by benefit plan and public retirement systems annually. Through our experience with plans of all sizes and designs, we have vast expertise identifying and resolving all types of plan challenges, as well as audit, reporting, and disclosure issues.

To demonstrate our commitment to quality benefit plan audits, we’re part of the AICPA’s Employee Benefit Plan Audit Quality Center (EBPAQC), holding our firm to a greater degree of scrutiny and the highest standards of audit quality. We also have long-term, professional relationships with the Department of Labor, Internal Revenue Service, and the Pension Benefit Guaranty Corporation.

We’re committed to providing a virtually pain-free benefit plan audit

Main accordion description: Our benefit plan auditors have developed a time-tested proprietary approach —driven by technology and collaboration — that delivers exceptional client service and a streamlined audit for your organization.

We conduct comprehensive audits for single employer, multiple employer, and multi-employer plans, covering a range of funding arrangements. Our experience includes auditing defined benefit and defined contribution plans such as 401(k), 403(b), money purchase, profit sharing, and employee stock ownership plans, along with health and welfare plans. We also audit church benefit plans and other religious organizations. In addition to audits, we also provide financial statement preparation, Form 5500 and Form 990 & 990T, investment review, and valuation services.

Reach out today to learn how we can simplify your end-of-year processes and reduce the demands on your team and resources.

We have a team of more than 450 professionals who specialize in employee benefit plan audits, combining their technical expertise with a deep understanding of the audit and reporting requirements for benefit plans. You can rest assured our staff are well-trained in audit procedures and disclosure requirements unique to the benefit plan industry, since we provide extensive training for new staff, and continuing education for all experienced staff. Benefit plan audits are a focused specialty area at Plante Moran and aren’t treated as “filler” work.

Whether you offer one benefit plan or several, you'll appreciate our collaborative client service approach. We’ll work closely and seamlessly with your in-house team and service providers, sharing the resources and tools we've developed for audit methodologies and procedures, data analytics, and financial reporting. Working with Plante Moran, you'll find you get the best of both worlds: the deep technical expertise of a large national firm, and the friendly, personal attention of a smaller firm.