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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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Employee Benefit Plan Audit Thought Leadership

  • The SECURE Act’s impact on 401(k) plans
    This new law makes it easier for employers to offer 401(k) plans and enables more employees to participate. Here’s what employers need to know.
    Jeremy Chambers Wealth Management Laura Taylor Jeremy Tollas Wealth Management
    Article February 4, 2020 3 min read
    People sitting in a conference room in a meeting
  • Employee benefit plan timely deposit of employee deferrals: Actual vs. reality
    Plan sponsors and plan administrators may not realize their employee deferrals can be deemed late by the department of labor even though they are remitting within 15 business days after the end of the month in which the amounts were withheld. Rules are complicated and depend on the specific type of plan. The lapse can cost you in time, taxes, and penalties.
    Nathan Lewis Laura Taylor Andrew Bogott
    Article January 29, 2020 2 min read
    Four people standing in an office looking at an iPad
  • 2020 retirement plan limitations summary
    Want to view the 2020 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 8, 2019 2 min read
    Man sitting at a desk, writing on paper with his laptop open
  • Statement on Auditing Standards for employee benefit plans
    The AICPA Auditing Standards Board (ASB) issued a Statement on Auditing Standards (SAS) No. 136. Learn more.
    Theresa Banka Lindy Beldyga
    Article October 28, 2019 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.

How can we help your business?

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