Employee Benefit Plan Audit

Employee Benefit Plan Audit

Recognized for our benefit plan audit expertise, recommended for our service

As one of the largest employee benefit plan auditors in the nation, we have extensive experience serving plans of all sizes and designs. Our experts are efficient and effective in identifying and resolving all types of plan challenges, as well as audit, reporting, and disclosure issues. To demonstrate our commitment to quality benefit plan audits, we’re a member of the AICPA’s Employee Benefit Plan Audit Quality Center (EBPAQC), holding our firm to a greater degree of scrutiny and the highest standards 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

We’re committed to providing a virtually pain-free benefit plan audit

Our benefit plan auditors combine technology with collaboration to execute streamlined audits and high-quality client experiences. Regardless of your plan type, we can help simplify your end-of-year processes and alleviate the demands on your team and resources.

We conduct comprehensive audits for single-employer, multiple-employer, and multi-employer plans, covering a range of funding arrangements. Our experience includes auditing defined benefit and defined contribution plans such as 401(k), 403(b), money purchase, profit-sharing, and employee stock ownership plans, as well as health and welfare plans. We also audit church benefit plans and other religious organizations. In addition to audits, we also provide financial statement preparation, Form 5500 and Form 990 & 990T preparation, investment review, and valuation services.

Our Practice

1,400+
benefit plans audited annually
500+
Form 5500s prepared annually
450+
benefit plan service professionals

As annual auditors of $750 billion in investments held by benefit plans and public retirement systems, we deliver accuracy and foresight every time. Whether you offer one benefit plan or several, you’ll appreciate our collaborative approach to client service. We’ll work closely with your in-house team and service providers, sharing the resources and tools we’ve developed for audit methodologies and procedures, data analytics, and financial reporting. By working with us, you’ll experience the best of both worlds: the deep technical expertise of a large national firm, combined with the personal attention and strong working relationships of a trusted partner.

Benefit plan audits are a specialty area here at Plante Moran and are never treated as “filler” work. We offer comprehensive training and ongoing education for all our staff serving benefit plans, meaning that you’ll always work with professionals who fully understand the unique audit procedures and disclosure requirements.

Greg Hopton
Controller, Charles Stewart Mott Foundation

I’ve been very pleased with the approach Plante Moran took when doing our benefit plan audits. The audit team exhibited strong technical knowledge and respectful awareness and consideration. They made us feel like we are working together, not as adversaries, and trying to achieve a common goal.

MEET OUR TEAM