• Employee Benefit Plan Audits

    A dedicated employee benefits practice.

A dedicated employee benefits practice.

BDO possesses a practice group specifically dedicated to helping companies address their Employee Benefit Plan (EBP).  Our experienced professionals provide a wide variety of EBP services to 1,900 plans nationally, and has significant experience with virtually all plan types and filing requirements:

  • Defined contribution retirement plans (thrift or savings plans, including 401(k) and 403(b) arrangements, profit-sharing plans, money purchase pension plans, stock bonus and employee stock ownership plans, and certain target benefit plans)
  • Defined benefit pension plans (pension equity plans, cash balance plans)
  • Union-represented plans
  • Multiemployer plans
  • Multiple employer plans
  • Health and Welfare plans (defined benefit or defined contribution)
  • Master Trusts
  • SEC 11-K Filings
  • Full-scope audits
  • Limited-scope audits

BDO delivers its audits through a streamlined process, tailored individually to your benefit plans and more specifically to your needs. Our professionals have served plans of many sizes, including smaller companies with several million in plan assets as well as larger companies with more than several billion in plan assets. Our services are scalable to fit the needs of your business, large or small.

Team members have extensive knowledge in the following matters:
  • Centralized and decentralized accounting and HR environments
  • Mergers, acquisitions, plan spin-offs
  • Hard-to-value investments
  • Working with internal audit to increase audit efficiency
  • Current and pending regulatory and accounting pronouncements
  • Partial terminations
  • Initial audits and stub period audits
  • DOL and IRS investigations
  • ERISA compliance matters
  • Various DOL and IRS correction programs

BDO is a part of the following associations:
  • AICPA Employee Benefit Plan Audit Quality Center
  • International Foundation of Employee Benefit Plans
  • The National Center for Employee Ownership
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