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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 1,200 plans and $175 billion in plan assets annually. Our clients' plans 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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Recent benefit plan-related Accounting Standards Updates
FASB has issued three ASUs that affect employee benefit plans.

Employee Benefit Plan Audit Thought Leadership

  • ACA Compliance Bulletin: IRS issues pay or play enforcement guidance

    On Nov. 2, 2017, the Internal Revenue Service (IRS) updated its Questions and Answers (Q&As) on the employer shared responsibility rules under the Affordable Care Act (ACA to include information on enforcement.

    Ed Murphy
    Article December 15, 2017 5 min read
    Calculator and pen laying on top of paperwork.
  • 2018 Annual cost-of-living adjustments
    Want to view the 2018 limits for qualified retirement plan benefits and contributions at a glance? Here’s our two-minute overview.
    Laura Taylor Michael Krucker
    Article November 02, 2017 2 min read
    Two women reveiwing documents.
  • Specialty drug benefits overview
    Specialty drug costs are steadily rising and projected to reach around $400 billion by 2020. Your doctor is the first person you should speak with regarding lower specialty drug costs.
    Ed Murphy
    Article November 01, 2017 1 min read
    two women discussing medication options
  • Equity compensation: 10 tips to get you ready for year end
    Did your company issue equity compensation in 2017? Here are 10 things to consider as you prepare for year-end equity compensation planning.
    David Howell
    Article October 27, 2017 1 min read
    Image of staff in a meeting with one man writing on a flipchart.

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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.