Employee Benefit Plan Audit

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As the sixth largest benefit plan auditor in the nation, we have a long-standing reputation for delivering world-class benefit plan audit services. We audit over 1,500 plans and $175 billion in plan assets annually. Our plan audit experience includes plans that range from less than $1 million invested to more than $24 billion, with master trusts holding investments up to $50 billion. Our experience with plans of all sizes and designs means we have vast expertise identifying and resolving all types of plans, 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 to ensure the highest level of audit quality. We also have long-term, professional relationships with the Department of Labor, Internal Revenue Service, and the Pension Benefit Guaranty Corporation.

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Areas of Focus

Productivity & performance

Related Services

403(b) Plans Defined Benefit Plans Health & Welfare Benefit Plans 11-K Financial Statements Canadian Benefit Plans Defined Contribution Plans Employee Benefits Consulting Employee Health & Welfare Consulting Enterprise Risk Management Form 990 & 990-T Expertise Institutional Investment Consulting Multi Employer Plans Tax

Employee Benefit Plan Audit Thought Leadership

Audit, accounting, and COVID-19: An employee benefit plan update

Join our webinar as our experts provide an update of various accounting, auditing, and reporting matters affecting employee benefit plans.

Lindy Beldyga Theresa McDowell Steve VanSteenkiste

Webinar June 18, 2020 60 min watch
Benefit plan operational matters during COVID-19 and beyond
When it comes to benefit plans, staying compliant and up to date on internal control matters is always of utmost importance. During this webinar, our experts will discuss DOL and IRS focus areas and common compliance issues.

Lindy Beldyga Theresa Banka Laura Taylor

Webinar June 10, 2020 60 min watch
Preparing for your 2019 employee benefit plan audit amid COVID-19
Getting ready for your 2019 annual employee benefit plan audit takes time and resources. View our on-demand webinar to learn what best practices our experts recommend during these unprecedented times.

Lindy Beldyga Kimber Smail-Benedict Suzy Walch

Webinar June 4, 2020 60 min watch
The CARES Act impact on retirement plans for plan sponsors

The CARES Act gave retirement plan participants expanded access to their retirement funds, including a penalty-free, Coronavirus-related distribution up to $100,000 and expanded loan options. Here’s what plan sponsors and administrators need to know to participate in the programs.

Laura Taylor Jeremy Chambers Wealth Management Jeremy Tollas Wealth Management Theresa Banka Lindy Beldyga Preston Ridinger

Article May 18, 2020 4 min read

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Our Team

We have a team of over 300 professionals who specialize in employee benefit plan audits. Our professionals combine 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 are not treated as “filler” work.

Whether you offer one benefit plan or 20, you'll appreciate our collaborative client service approach, working closely and seamlessly with your in-house team and service providers. Our benefit plan audit and consulting experts share the best-in-class resources we've developed, including audit methodology and procedures, data analytics, and financial reporting tools. 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.