Employee Benefit Plans

Stay on top of your responsibilities as plan sponsor — and in your fiduciary role — while keeping the future retirement and health benefits of your employees safe.

Opportunities await

The risks you face as a plan sponsor can also lead to opportunities. At CLA, we view compliance services as powerful tools to improve operations, reduce waste, and tighten controls.

We’re committed to helping address what matters most to you:

  • Managing greater regulatory compliance responsibilities
  • Increased scrutiny from the regulators
  • Increasing cost of benefit plans
  • Meeting the expectations of a workforce that counts on employer-sponsored benefit plans
  • Selecting and monitoring the right service providers
  • Facilitating an efficient and effective plan audit

Experience our client-focused approach

CLA has provided employee benefit plan audit, tax compliance, and consulting services for more than 60 years. We’re one of the leading providers of employee benefit plan audits in the country, and we offer compliance and consulting services that can unlock opportunities for more comprehensive results.

Our services go beyond simply providing an audit of your plan’s financial statements. Our experienced team can take a hard look at your plan and communicate insights designed to improve the administration of that plan. We are a member of the Center for Public Company Audit Firms, and the Employee Benefit Plan Audit Quality Center of the American Institute of Certified Public Accountants.

Employee benefit plans speakers bureau 

Our leaders serve as nationally acclaimed employee benefit plan resources and featured speakers at top industry conferences. They are frequently consulted by outside accounting firms and CPAs about benefit plan issues. Learn more.

Employee benefit plan services

Audit and tax

  • ERISA and non-ERISA audits, including audits of plans with 11-K filings
  • Form 1094 and 1095 preparation for health and welfare plans
  • Form 5500 preparation and review
  • Form 990 preparation for voluntary employee benefit associations (VEBAs) and other benefit plan trusts

Consulting

Experience the CLA Promise