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Employee Benefit Plan Audits

AAFCPA’s Employee Benefits Plan Audit Division minimizes your risks and costs with proven best-value solutions.

Employee Benefit Plan Audits

Employee Benefit Plan Audits

AAF specializes in providing high-quality, cost-effective employee benefit plan audits to nonprofits, privately-held, and public companies. Continually changing regulations for employee benefit plans have made audits increasingly complex with significant risks for non-compliance. With AAF you get proactive communication and service, an efficient and pleasant engagement, and flexibility in scheduling. This includes happily honoring all requests to not file for extensions.

In addition to compliance, AAF can support you by providing:

  • Benchmarking reports that compare your plan results to similar-sized plan results
  • Analysis of expense ratios to enable you to choose the least expensive investment option
  • Best practice methodologies that increase operational efficiencies
  • Consulting on Health and Welfare Plan filings, Voluntary Compliance Filing Issues, and Plan Structure
  • Reviews of your Form 5500 to confirm that your investments reflect accurately in the financial information, and that you are operating the plan in compliance with ERISA

AAF has a dedicated Employee Benefits Plan Audit Practice, with seasoned team members who conduct ERISA plan audits in a cost-efficient, timely, and thorough manner. We audit 130+ 403(b) and 401(k) employee benefit plans every year.

We provide proactive guidance to retirement plan fiduciaries, helping to protect the financial integrity of employee benefit plans and ensure adequate plan assets exists to meet obligations to employees. We review the Form 5500 to confirm that your investments reflect accurately in the financial information, and that you are operating the plan in compliance with ERISA.

We consistently hear that our employee benefit plan audits are a best value solution because we provide that ideal combination of expertise, service, and price.

Contact an Employee Benefit Plan Audit Specialist Today.

What Our Clients Say

“Employee benefit plans continue to grow in complexity and managing fiduciary risks as well as compliance is increasingly important.  The team at AAFCPAs Employee Benefit Plan Practice is exceptional….thorough in their audits, responsive to any questions, organized to minimize disruption, and knowledgeable about this specialized area.  My positive experience over time make it easy for me to highly recommend their services to my peers seeking quality and value.”
Maureen Creedon, Director of Finance, Roman Catholic Archdiocese of Boston


AAFCPAs is a member of the AICPA’s Employee Benefit Plan Audit Quality Center, and we meet the independence standards required by the AICPA and the U. S. Department of Labor.  Additionally, AAFCPAs chooses to be a PCAOB-registered firm.  We commit to maintain the highest standards, protect investors, and further the public’s interest in the preparation of informative, accurate, and independent audit reports.