Employee Benefit Plan Audit

We’re here to help you take the guesswork out of benefit plans.

We recognize that benefit plans can be a confusing and scary business necessity for many organizations. Due to DOL and IRS oversight, unintended mistakes can result in serious financial consequences for your organization.

Our Approach

For most plans, the annual audit is the only real review of plan activity and operation. Our team of dedicated benefit plan experts is committed to helping plan management meet their fiduciary obligations.

From the start, we help you define your goals and gain a clear understanding of the factors at play. We translate ERISA, DOL, and IRS rules and regulations into plain English. Most importantly, we have the knowledge to support you in protecting your plan’s integrity.

Our Commitment

As demonstration of our commitment to auditing benefit plans, Aronson is a member of the AICPA’s Employee Benefit Plan Audit Quality Center (EBPAQC).

Our Services

We provide audit and consulting services to a broad cross section of benefit plans.

Employee Benefit Plan Audit Experience

Our goal is to make sure your plan audit not only meets all audit requirements, but that it is also a useful tool for your organization in operating your plan.

We audit all types of plans including:

  • 401(k) plans
  • 403(b) plans
  • Other defined contribution plans
  • Defined benefit plans
  • Health and welfare plans
  • Employee Stock Ownership Plans (ESOPs)

Employee Benefit Plan Consulting Experience

Our expertise allows plan sponsors to benefit from our experience in the areas of:

  • Form 5500 preparation and support
  • Correction of operational defects
  • Extensive experience with the Office of the Chief Accountant
  • Internal control recommendations
Whitepaper

7th Employee Benefit Plan Benchmarking Survey Report

The race to keep the best and brightest is highly competitive and no employer wants to be left... more
Blog

Stock/Equity Compensation, is it Really a Good Idea?

Rewarding and retaining top talent has always been a challenge for employers. The now infamous... more
June 15, 2022
Blog

Best Practices for Preparing For a Retirement Plan Audit

Are you feeling anxious about your benefit plan audit? As we kick off our benefit plan audit... more
May 16, 2022
Blog

Secure Act 2.0 passed by the House of Representatives

Much like last year at this time, retirement legislation is gaining steam In Washington. The... more
April 25, 2022
Blog

Definition of Compensation Errors for Retirement Plans

Definition of compensation errors are the most common plan error that we see on audit and can be... more
February 21, 2022
Blog

Overreliance on Service Providers: Distributions from Retirement Plans

We have previously discussed the role of fiduciaries in an employee benefit plan and the... more
February 21, 2022

Related Industries

We have your employee benefit plan audit needs covered. Learn more about our industry specialties.