Employee Benefit Plan Sponsors

To help you meet your fiduciary responsibilities, you need guidance that extends well beyond your audit.

Let’s turn challenges into opportunities

Employee benefit plan oversight can fall to a variety of individuals within an organization, from chief financial officers to human resource directors, and from board members to independent trustees. No matter your role, serving as a fiduciary is an important responsibility, and it is difficult to stay abreast of all regulatory requirements in operating the plan. Our team’s commitment to client service starts with making your audit go as smoothly as possible. After that, we provide additional value focused on helping you protect who matters most: your plan participants.

We provide a fresh perspective

With a team dedicated to serving employee benefit plans, we come with a deep understanding of the risks you face, and the pressure you’re under. While our experienced professionals can complete your audit with minimal intrusion, they can also dig much deeper, serving as a dedicated resource. Our team educates you to help operate your plan appropriately, and to assist with navigating the compliance requirements and industry standards for the myriad types of plans you offer.

As leaders in the industry, we not only speak at conferences — we work directly with regulators on standards and other issues that impact the industry, too. No matter your employee benefit plan need, we’ve either dealt with the situation before or have the resources to find you an answer.

Our credentials


provider of employee benefit plan audits in the country serving over 3,700 plans


employees designated to employee benefit service lines


Member of AICPA Employee Benefit Plan Audit Quality Center


Actively involved on AICPA EBPAQC Executive Committee and Expert Panel

We can help with what matters most

  • Strengthening your operations and mitigating risk related to your employee benefit plans
  • Understanding compliance with applicable regulatory requirements
  • Navigating third-party administration guidance
  • Improving internal operational efficiency
  • Avoiding scrutiny from regulators
  • Getting support with the audit and preparation of Forms 5500, 8955-SSA, and 990
  • Obtaining efficient and effective audits for ERISA and non-ERISA plans, including plans with 11-K filings
  • Strategically navigating single, multiple, multiemployer [Taft-Hartley], and pooled employer (PEP) plans