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Employee Benefit Plan Audit
To demonstrate our commitment to quality benefit plan audits, we are active members of AICPA's Employee Benefit Plan Audit Quality Center (EBPAQC). That means we subject ourselves to additional scrutiny so that we can ensure we maintain the highest level of audit quality.

Employee Benefit Plan Audit

We audit over 1,200 employee benefit plans annually — experience you can depend on.

Plante Moran audits over 1,200 plans annually and we are the 6th largest auditor of plans in the nation.  We have a team of over 200 CPAs that specialize in employee benefit plan audits.  We have experience auditing plans with investments of less than $1 million to more than $24 billion, and master trusts with up to $50 billion in investments. Plante Moran audits over $125 billion in plan assets annually.  This experience with plans of all shapes, sizes and design, translates to vast experience addressing all types of plan and audit reporting and disclosure issues.

Whether you have one benefit plan or 20 plans, you can benefit from our experience and dedication to client service. We routinely survey our clients so that they can assess our performance. Our clients rate Plante Moran on par with the world’s most recognizable brands for best-in-class client service.

You will appreciate a smooth transition

Our clients place high importance on the fiduciary responsibility of having a quality audit and the impact it can have on the plan participants.  Don’t let concerns about start-up time keep you from engaging us to conduct your employee benefit plan audits. Our audit methodology considers your team’s time and energy that is expended during a transition. We have dedicated staff that is specifically trained to conduct employee benefit plan audits – we know what we are doing and ask targeted, relevant questions. 

You can benefit from our commitment to quality

To demonstrate our commitment to quality benefit plan audits, we have joined AICPA's Employee Benefit Plan Audit Quality Center (EBPAQC). That means we subject ourselves to additional scrutiny so that we can ensure we maintain the highest level of audit quality.

Relationships Matter

For timely resolution to complex tax, compliance and 5500 reporting issues, we can draw on long-term, professional relationships with the Department of Labor (DOL), Internal Revenue Service (IRS), and the Pension Benefit Guaranty Corporation (PBGC).  Our audit teams work in concert with our employee benefits consultants and these professional relationships to answer questions and resolve issues for our clients

Because we’re one of the nation’s largest accounting, tax, and management consulting firms, we have relationships with the large investment, insurance, and record-keeping companies, banks, and actuarial firms. This allows us to efficiently secure necessary audit information.   

Our focus on benefit plan audits translates into deep expertise

We’re committed to benefit plan audits. We have a team of over 200 professionals who work in the benefit plan area.  We allocate substantial resources to ensure our staff is trained in audit procedures and disclosure requirements unique to the benefit plan industry. We provide extensive training for new staff and continuing education for experienced staff.  Benefit plan audits are a focused specialty area of Plante Moran and are not treated as “filler” work.

Because of this emphasis and a firm culture that leads to high staff retention, you can expect to see continuity in the staff conducting your audit.

The audit team also can rely on the Plante Moran’s employee benefits consulting team. Our benefit plan consultants include tax consultants, attorneys, and actuarially trained experts who can review and model plan design alternatives, develop and install qualified and nonqualified retirement plans, and evaluate third-party administrators. Unlike other benefit consulting companies, our creative, multidisciplinary approach incorporates tax, accounting, and legal compliance perspectives.

The U. S. Department of Labor advises: ​

One of the most common reasons for deficient accountants’ reports is the failure of the auditor to perform tests in areas unique to employee benefit plan audits. The more training and experience that an auditor has with employee benefit plan audits, the more familiar the auditor will be with benefit plan practices and operations, as well as the special auditing standards and rules that apply to such plans.