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Employee Benefit Plan Audits

Audit Services

Expertise that ensures compliance of complex Department of Labor regulations plus safeguards plan assets for your employees.

Ever-changing regulations regarding employee benefit plans (EBPs) create a complicated situation for employers. Fortunately, our team of specialized EBP audit advisors guide you through the compliance procedures for your 401(k), 403(b), profit sharing, health and welfare, full-scope, or limited-scope plan.

Our thorough understanding ensures you can be confident that your plan is proactive, responsive, and compliant. We stay up-to-date on all the latest developments, in part due to:

  • Membership in the AICPA Employee Benefit Plan Audit Center
  • Attendance at the MNCPA’s annual employee benefit plan conference
  • An affiliation with DFK International/USA, an association of more than 200 independent accounting firms

Want to learn more?

Insights

A behind-the-numbers view of best practices and holistic thinking.

Could tax changes lie ahead? Key TCJA provisions to watch

With the 2024 election behind us, several tax changes are expected next year, including the expiration of many provisions of the 2017 Tax Cuts and Jobs Act on December 31, 2025.

Benefits of a data-driven approach to your employee benefit plan audit

In recent years, a solution has emerged that allows for a more efficient, data-driven approach to your annual employee benefit plan (EBP) audit – cutting back on stress for your finance and human resources departments.

Expertise

Guiding you to the best way forward

Our experience delivers proactive problem-solving for any challenge.