Keep Your Employee Benefit Plan Compliant and Your Team Happy

Is an Employee Benefit Plan (EBP) audit required for your organization? As your plan begins to grow past more than 100 participants, the answer is most likely yes.

Why is an EBP Audit Essential?

Your benefit plan is essential to your team’s well-being and a cornerstone to your business’s success. It’s also a highly monitored and regulated aspect of your business. An independent Employee Benefit Plan audit can help you:

Ensure compliance:

Minimize the risk of penalties and legal issues by ensuring your plan adheres to all applicable regulations.

Protect your employees:

Provide assurance that their plan is being managed responsibly and their funds are secure.

Improve plan efficiency:

Identify opportunities to streamline administration and potentially reduce costs.

What to Expect

No matter what plan type you have—defined contribution plan, defined benefit plan, or Employee Stock Ownership Plans (ESOPs)—you can expect a high-quality audit that reflects current IRS and DOL rules and regulations. Most importantly, you’ll have peace of mind that your benefit plan is working in the best interests of your employees and your business.