Peterson Sullivan has a dedicated team of professionals ready to serve companies that are required to have employee benefit plan (“EBP”) audits.  Our credentials come from years of serving plan sponsors, understanding their issues, identifying solutions, and providing practical advice on plan administration.  Clients also benefit from our network of plan administrators, attorneys, and investment advisors.

In 2015, the Department of Labor released the results of an assessment it conducted on the quality of EBP audits.  The DOL noted there were clear links between the quality of audit work performed and the experience of the CPA firms performing the audits with experience defined as firms that (1) perform many EBP audits, (2) are members of the AICPA Employee Benefit Plan Audit Quality Center, and (3) have more EBP-specific training.  Peterson Sullivan and its professionals meet all of these recommended requirements.

Our EBP audits deliver value far beyond just satisfying compliance obligations.  They provide peace of mind to employees, direction to management, and assurance that your plan is operating at maximum efficiency.

We audit the following types of plans:

  • Defined Contribution Plans
  • Defined Benefit Plans
  • Employee Stock Ownership Plans (ESOPs)
  • Health & Welfare Plans
  • Single/Multiple Employer Plans