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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

  • 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.
    Nichole Bechard
    Article June 6, 2019 3 min read
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  • Expansion of IRS determination letter program for individually designed plans
    Read our summary to learn about the reopening of the IRS determination letter program.
    Michael Krucker
    Article May 30, 2019 1 minute read
    Image of an analog alarm clock on a desk.
  • IRS expands Self-Correction Program
    The IRS issued new guidance that expands the ability of plan sponsors to self-correct plan document and operational failures. Find out what this means for plan sponsors and how to determine whether self-correction is a viable option for their plans.
    Michael Krucker
    Article May 30, 2019 4 minute read
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  • IRS notice commentary related to lump sums
    Read our commentary on the IRS' recently issued Notice 2019-18, which reverses lump sum guidance from Notice 2015-49.
    Michael Krucker
    Article May 30, 2019 1 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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