Employee Benefit Plan Audit

Cherry Bekaert’s Employee Benefit Plan Audit practice has a leading reputation of advising clients on compliance concerns, operational efficiencies and asset management.

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Navigating the Complexities of Employee Benefit Plans, One Client at a Time

With complexities surrounding employee benefit plans continuing to evolve, and regulatory scrutiny at an all-time high, let Cherry Bekaert’s nationally recognized Employee Benefit Plan Audit practice be your trusted advisors to help you meet your fiduciary responsibilities.

We have a specialized team of auditors who stay current with ERISA, DOL and IRS rules and regulations and take a proactive approach to deliver efficient and effective audits targeting the higher-risk areas of your employee benefit plan.

Annually, Cherry Bekaert provides audit and advisory services for over 500 plans with participants ranging from 100 to over 50,000, and assets from $100,000 to over $2 billion.

A Quality Employee Benefit Plan Audit Team at Your Service

To ensure the highest level of service quality when it comes to your employee benefit plan audit and 401(k) audit, Cherry Bekaert is a member of AICPA’s Employee Benefit Plan Audit Quality Center.

Our Tailored Employee Benefit Plan Services

Auditing employee benefit plans offers numerous advantages to both plan sponsors and participants. One key benefit is ensuring compliance with relevant laws and regulations, such as the Employee Retirement Income Security Act of 1974 (ERISA). Our main objectives are to:

  • Provide assurance of compliance with federal requirements
  • Implement a reliable approach that prevents costly penalties
  • Ensure the highest level of quality in benefit plan audits

At Cherry Bekaert, our Assurance team specializes in conducting efficient and effective audits that examine a plan’s financial and participant data to ensure financial integrity and compliance with regulations. This precision serves to safeguard the plan and its participants from financial irregularities, errors and fraud. Cherry Bekaert has the knowledge and experience to help you meet your regulatory requirements, improve operational efficiencies, and get back to focusing on your business.

Our professionals are available year-round to assist plan sponsors with a wide range of plans including:

  • 401(k) and profit sharing
  • 403(b)
  • Defined benefit
  • Health and welfare
  • ESOP
  • Taft-Hartley

We can also offer the following compliance and advisory services to the extent permitted by professional standards:

  • Preparation of Form 5500 filings
  • Assistance with prohibited transaction remediation
  • Assistance with IRS and DOL examinations
  • Review of internal processes and procedures

Our Professionals

Connect With Us

Jennifer C. Heath

Employee Benefit Plan Audit Group

Director, Cherry Bekaert LLP
Director, Cherry Bekaert Advisory LLC

Patti Smith

Assurance Services

Director, Cherry Bekaert LLP
Director, Cherry Bekaert Advisory LLC

Contact Our Employee Benefit Plan Audit Team