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
Blog

New HSA Contribution Limits Released for 2021

The IRS recently released Revenue Procedure 2020-32, the 2021 annual contribution limits for... more
May 21, 2020
Blog

Funding Relief Strategy for Businesses with Defined Benefit Plans in Light of COVID-19

Employers who maintain defined benefit pension plans, cash balance or traditional, should be aware... more
April 10, 2020
Blog

FASB Proposal Made to Defer Effective Dates for the New Lease Standard

It’s been pushed back before, and now, in the midst of the COVID-19 epidemic, it’s happening... more
April 9, 2020
Blog

Online Silent Auctions: The “Stay at Home” Alternative for Your Organization’s Summer Fundraiser

COVID-19 is creating a rainy day for many organizations’ summer fundraisers. Online silent... more
April 8, 2020
Blog

CARES Act Retirement Plan and IRA Provisions

The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) was signed into law on March 27,... more
March 31, 2020
Blog

IRA and Benefit Plan Contribution Deadlines Extended to July 15

With the recent extension of the April 15th Federal and State tax filing deadline in Notice... more
March 25, 2020

Related Industries

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