eBook:

Employee Benefit Plan Audits: A Comprehensive Guide to Understanding Requirements and Navigating the Process

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Do you know how to prepare for your company’s benefit plan audit?

You already know that your company’s employee benefit package is crucial for attracting and retaining talented team members. That connection is easy to see.

On the other hand, the audit requirements and procedures of an employee benefit plan audit aren’t quite as easy to wrap your head around.

Going through an employee benefit plan audit can be overwhelming, confusing and frustrating, especially if you’re going through the process for the first time. But it doesn’t have to be.

We’ve created this guide to answer your questions and help you understand, prepare for and navigate the process well. This eBook covers:

  • Determining if your employee benefit plan needs an audit
  • What happens during an employee benefit plan audit
  • What documents you’ll need to produce
  • What information goes in the Form 5500 and how its filed
  • Choosing a qualified employee benefit plan auditor

With a solid plan and expert guidance, your company can face an employee benefit plan audit with confidence. Complete this form to access your free download and set your company up well for navigating your audit.

Download the eBook

Missy

MELISSA “MISSY” HERBERT

CPA

Missy Herbert is a Member in the Firm’s Audit Division with more than 25 years of employee benefit plan audit and consulting experience. During her career, Missy has performed plan audits and consulting for over 850 different plans with plan bases ranging from 120 – 50,000 participants and assets from $500 thousand to $14 billion.