Skip to Content
Light movement on road

Employee Benefit Plan Audit

Plante Moran Logo

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.

 AICPA logo

Related Events

  • 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. Join our 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 Upcoming
    Professional alone in office
  • 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 Upcoming
    Man working alone in his house
  • 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 Thursday, June 18, 2020; 2-3 p.m. 60 min watch Upcoming
    Woman sitting at office desk using her telephone.

Employee Benefit Plan Audit Thought Leadership

  • 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
    Young businesswoman reading about the CARES Act on a tablet hand-held device.
  • New regulations finalize tax treatment of VEBAs in Sixth Circuit

    Regulations released in December 2019 finalize the guidance on how voluntary employees’ beneficiary associations must calculate unrelated business taxable income. Wondering how this might affect you?

    Theresa Banka Lynne Huismann Gabriel O’Keefe
    Article April 27, 2020 4 min read
    Middle-aged woman sitting at kitchen table with laptop computer.
  • Navigating the COVID-19 pandemic: Tips to help public retirement systems
    Public plans need to stay on top of the newest information, whether related to the plan as an employer or to the developments that could impact your plan’s members. Consider these tips to better navigate the impact of the COVID-19 pandemic.
    Spencer Tawa Amanda Cronk Michelle Watterworth
    Article April 15, 2020 2 min read
    The inside of an empty office
  • Coronavirus and the workplace: Compliance issues for employers
    COVID-19 is moving fast, but don’t let the commotion cloud your judgment. In efforts to keep your staff safe and healthy, remember to consider your legal obligations. Here’s a summary of the compliance issues facing employers amid the outbreak.
    Ed Murphy Jonathon Trionfi Scott McLellan
    Article March 13, 2020 8 min read
    International flags

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.

How can we help your business?

Submit an RFP