Keeping Clients Compliant

Empower your employee benefit plan with our unrivaled expertise. Our risk-focused methodology targets your plan’s highest-risk areas, preparing you for any regulatory review. Conducting more than 1,900 audits annually, our dedicated team of auditors and ERISA consultants deliver exceptional quality and strategic advisory services. We help streamline financial reporting and tackle operational challenges, ensuring your plan operates efficiently and meets regulatory demands.

Employee Benefit Plan Audit Solutions

Experience comprehensive employee benefit plan audits that pinpoint risks, ensure compliance, and provide strategic insights to protect your plan.

Targeted Testing

We pinpoint high-risk areas to maintain robust regulatory compliance.

Timely Reporting

Receive prompt, clear findings to support informed decision-making.

Regulatory Expertise

Leverage our knowledge of what regulators review during inspections.

Actionable Insights

Uncover strategies to enhance plan performance

Peace of Mind

Confidently manage fiduciary responsibilities amid evolving regulations.

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Experienced Guidance

Managing employee benefit audits can be challenging due to the increasing complexity of regulations and stringent reporting requirements. At CBIZ CPAs, we understand the challenges faced by public and private companies and not-for-profits when navigating ERISA, Department of Labor, and Internal Revenue Code regulations.

Our seasoned professionals identify and address potential issues, ensuring your plan remains compliant and secure. Utilizing an efficient, risk-focused audit approach, we target the highest-risk areas, minimize exposure, and streamline the audit process. Trust CBIZ CPAs to provide clarity and confidence, allowing you to focus on running your organization smoothly while we handle the complexities of your employee benefit plan audits

Our Approach

EBP Audits

CBIZ CPAs specializes in audits of all types of employee benefit plans, including:

  • Defined Benefit Plans
  • Defined Contribution Plans
  • 401(k) Plans
  • Profit-Sharing Plans
  • Employee Stock Ownership Plans (ESOP)
  • 403(b) and 401(a) Plans
  • Plans Requiring 11-K SEC Filings
  • Health and Welfare Benefit Plans
  • Multiple-Employer and Pooled-Employer Plans
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Contact CBIZ CPAs

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