Employee Benefit Plan Audit

Benefit From a Fresh Perspective

Cherry Bekaert is nationally recognized in the field of employee benefit plan audit, 401(k) audit and auditing of plan financial statements. We audit more than 350 plans for public and private companies, ranging from 100 participants to several thousand, and provide limited and full-scope audit services across a wide range of plan types.

Our Employee Benefit Plan Audit practice has earned a leading reputation by advising clients regarding compliance concerns, operational efficiencies and asset management. Our professionals are available to assist plan administrators and plan sponsors regarding a wide range of plan types, including:

  • Defined Benefit Pension Plans
  • Defined Contribution Pension Plans including:
    • Profit Sharing Plans
    • 401(k) Audit
    • 403(b) Audit
    • Employee Stock Ownership Plans (ESOP)
    • Health and Welfare Plans (VEBA)

Attest, compliance and consulting services offered by our group include:

  • Limited Scope Audits of Qualified Plans
  • Full Scope Audits of Qualified Plans
  • Preparation & Filing of 5500s
  • ERISA Compliance
  • Plan Operation and Funding Reviews
  • Transaction and Eligibility

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 the AICPA’s Employee Benefit Plan Audit Quality Center.