Employee Benefit Plan Audit

Choose a member firm of the AICPA EBPAQC

Choosing the right benefit plans for your organization involves careful analysis of what your employees expect versus what your business can realistically provide. And then there’s the ongoing maintenance and evolving regulations enforced by various governing agencies. Selecting a firm for your employee benefit plan audit and working through the audit process shouldn’t add to your worries.

One of the most important factors in choosing an employee benefit plan auditor is experience. The U.S. Department of Labor (DOL) advises:

“One of the most common reasons for deficient accountants’ reports is the failure of the auditor to perform tests in areas unique to employee benefit plan audits. The more training and experience that an auditor has with employee benefit plan audits, the more familiar the auditor will be with benefit plan practices and operations, as well as the special auditing standards and rules that apply to such plans.”

We audit over 50 benefit plans annually and our first-hand knowledge enables us to identify and help our clients with compliance issues and ensure that they remain in compliance with the DOL going forward. We have significant experience with nearly all types of benefit plans, including:

  • 401(k)
  • 403(b)
  • Defined benefit
  • Defined contribution
  • Employee stock ownership (ESOP)
  • Health and welfare
  • Pension
  • Qualified and unqualified

Mize Houser is a member of the AICPA Employee Benefit Plan Audit Quality Center (EBPAQC) and our CPAs regularly attend conferences to maintain their high level of technical knowledge on employee benefit plan audit requirements.

Whether you’re running into compliance issues with your benefit plan, are considering a switch from your current auditor or aren’t sure if you even need to have a benefit plan audit, we are here to help you. Get to know our Leadership team (see below) and contact us to discuss your needs.

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