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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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Employee Benefit Plan Audit Thought Leadership

  • Fair value measurement disclosures have been amended
    Read our summary of two Accounting Standard Updates from the Financial Accounting Standards Board (FASB): ASU 2018-13 and ASU 2018-14.
    Lindy Beldyga Theresa Banka
    Article February 4, 2019 20 min read
    Image of businessman reviewing documets at his desk.
  • Implications of the new lease standard for benefit plans
    The Financial Accounting Standards Board’s Accounting Standards Update (ASU) 2016-02, Leases, will supersede the current lease accounting rules in ASC 840. What are the implications for employee benefit plans?
    Lindy Beldyga Theresa Banka
    Article January 9, 2019 1 min read
    Image of a businessman working on his computer in an office.
  • 2019 retirement plan limitations summary
    Want to view the 2019 limits for qualified retirement plan benefits and contributions at a glance? Here’s our two-minute overview.
    Laura Taylor Michael Krucker Theresa McDowell
    Article November 6, 2018 2 min read
    Business person works at his desk.
  • Welfare benefit plan Form 5500 filing requirements
    Plan sponsors may not realize their welfare benefit plans can be subject to Form 5500 filing requirements. The lapse can cost you in stiff penalties. Here's our summary of filing requirements, common mistakes, and the fixes.
    Laura Taylor Nichole Bechard
    Article June 19, 2018 1 min read
    aerial view of modern clean desk
  • Six hot-button issues for public retirement systems
    Public retirement systems and their administrators are facing fast-paced and pervasive changes in policy, operations, and technology. Here are six things to consider.
    Manju Patnaik Michelle Watterworth
    Article August 25, 2017 3 min read
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  • Cybersecurity considerations for benefit plans
    The push is on for fiduciaries to ramp up their protection of benefit plan information systems. How tight is cybersecurity for your benefit plans?
    Michael Krucker Sarah Pavelek
    Article March 6, 2017 2 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.