MMB recognizes that auditing employee benefit plans is an industry-specific service that requires specialized experience and knowledge. With changing rules and regulations from the Department of Labor and Internal Revenue Service, it is essential that companies choose the right audit firm for their employee benefit plan audits.
Our clients benefit from our plan audit focus in the following ways:
We value the communication process and emphasize planning and organization to help facilitate a smooth audit.
- Technical Experience
We assist clients in understanding the audit and compliance requirements related to their plan.
- Project Management
We work with our clients and their plan service providers (e.g., third-party record keeper, investment trustee, payroll service and actuary) to coordinate all phases of the plan audit.
We earn and honor our clients’ trust through accessibility, effective communications, and above all, technical competence.
Knowledgeable and experienced professionals dedicated to the employee benefit plan audit area. We offer active partner and manager involvement. We do not use plan audits as training grounds or "filler work."
Significant experience with all types of plans, including:
- Defined contribution (401(k), profit sharing, ESOP)
- Defined benefit (pension, cash balance)
- Health and Welfare
Extensive knowledge of audit and filing requirements, including:
- Master trusts
For more information contact: