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Employee Benefit Plan Audits

Get more from your employee benefit plan audit with help from our experienced team.
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#2

Auditor of EBPs in U.S.*

Top 10

U.S. public accounting firm

1:7

Partner-to-staff ratio

Turn compliance into opportunity.

Your employee benefit plan (EBP) is a significant investment. That’s why you know the importance of closely monitoring your plan’s areas of risk, internal controls, and financial statement amounts and disclosures—all while understanding the need to be in compliance with regulations.

At Forvis Mazars, we view your EBP audit as an opportunity to help your plan excel. Turn to us for timely insight, innovative support, and extensive resources.

Unlike most accounting firms, our professionals focus on accounting and regulatory developments affecting qualified plans. As the #2 provider of EBP audits in the U.S., we have deep insight into the industry. In fact, our team leaders have helped develop the practice aids other firms look to for guidance.

We dig deep to help you with compliance and put in the extra effort to identify issues that can help you improve. We focus on your plan’s unique provisions, identify potential risk factors, and provide year-round guidance.

Add our commitment to delivering an Unmatched Client Experience® and you’ll start to see how Forvis Mazars can help you reach your goals. Your success genuinely matters to us.

  • *According to ERISApedia

How Forvis Mazars Can Help

Tax Compliance & Reporting

Constantly evolving regulations and requirements create challenges. Navigate change and uncertainty with help from our suite of tax compliance and consulting services.

Services include:

  • IRS Form 5500 Review and/or Preparation
  • Form 990 Review and/or Preparation
  • Form 5500-SSAReview and/or Preparation
  • Assistance With Responses to IRS or DOL Notices

Learn More

Retirement Plan Consulting

Attracting and retaining top talent is crucial to a successful business. That’s why it’s so important to provide an appealing employee retirement plan.

We use a consultive approach tailored to your unique goals to help you assess, design, and guide your retirement plan. We work with a wide array of plans, including:

  • 401(k)
  • Defined Contribution Plan
  • Profit-Sharing Plan
  • Employee Stock Ownership Plan (ESOP)

Learn More

Request a Benchmark
Our access to a national database of employee benefit plan audits gives us insight into how your program compares to competitors. Plus, it empowers us to help you make your plan an asset for recruiting and retention.
 

Related FORsights

The quality of service provided by Forvis Mazars is top notch. They are very thorough and accommodating as they understand that there is work to be done outside of the audit. The work done in advance of the actual onsite audit is appreciated and allows for any initial investigatory work to be done prior to the onsite … The auditors that I have had have been outstanding to work with and have held themselves to the utmost professionalism.”
– Doug R. Bolton, Managing Director, Employee Programs, Allison Transmission, Inc.

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