Employee benefit plan audit services
Protect your plan and your people with specialized audit excellence.
Strong audits mean vital protection, and you have a fiduciary duty to ensure it’s audited against all applicable standards. Sikich’s dedicated year-round employee benefit plan audit team brings decades of experience auditing plans of all types and sizes. We audit over 800 plans and unions annually and stay at the forefront of industry developments and regulatory updates.
Beyond the audit, our team includes specialists in plan design, compliance, and Form 5500 preparation, supporting over 250 retirement plans and 300 welfare plans. As a national practice focused exclusively on employee benefit plans, we align our process to your needs – prioritizing early planning so you can move through your audit efficiently and with confidence.
Audit services for all employee benefit plan types
401(k) & 403(b)
Comprehensive 401(k) and 403(b) plan audit services designed to meet Department of Labor requirements while helping plan sponsors maintain compliance and reduce risk.
Taft-Hartley and payroll audits
Specialized Taft-Hartley and payroll audit services supporting multiemployer plans, ensuring compliance with ERISA and complex collective bargaining and contribution requirements.
ESOPs
ESOP audit services addressing valuation, allocation and compliance complexities, helping plan sponsors meet Department of Labor and regulatory requirements with confidence.
Health & welfare and MEWAs
Health and welfare plan audit services, including MEWAs, focused on compliance, reporting accuracy and evolving regulatory requirements under ERISA and related standards.
Multiple-employer and Pooled Employer Plans
Experienced multiple-employer plan audit services designed to address unique structures, shared responsibilities, and compliance requirements across participating employers under ERISA.
Defined benefit
Defined benefit plan audit services focused on pension compliance, actuarial considerations, and financial reporting accuracy, helping plan sponsors meet DOL and IRS Service requirements.
