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

Are you meeting the Form 5500 filing requirements for your welfare benefit plans?

Most employers know they need to file annual Forms 5500 for their retirement plans, but did you know that benefits like medical, dental, and disability may require separate filings? Here’s what you need to know.

Laura Taylor Nichole Bechard

Article March 17, 2021 3 min read
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 December 14, 2020 2 min read
2021 retirement plan limitations summary
Want to view the 2021 limits for qualified retirement plan benefits and contributions at a glance? Here’s our two-minute overview.

Laura Taylor Theresa McDowell Michael Krucker

Article November 3, 2020 1 min read
Audit, accounting, and COVID-19: An employee benefit plan update

Join our webinar as our experts provide an update of various accounting, auditing, and reporting matters affecting employee benefit plans.

Lindy Beldyga Theresa McDowell Steve VanSteenkiste

Webinar June 18, 2020 60 min watch

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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.