Employee Benefit Plan Audit Services

An employee benefit plan audit experience that delivers confidence.

Employee benefit plan (EBP) audits have been a core part of Weaver’s audit and assurance services for over 50 years. We audit more than 600 plans each year for more than 500 plan sponsors. Our experience includes audits of defined contribution plans such as 401(k), 403(b) and profit sharing plans, traditional pension and cash balance defined benefit plans, employee stock ownership plans (ESOPs), and health and welfare plans.

Customized solutions for different EBP plans

Whether you manage a single employer plan, a multiemployer plan or a multiple employer plan, Weaver’s employee benefit plan auditors are equipped to support you. We audit plans for organizations with 100 participants up to those with over 50,000 employees across many states. Our process accommodates your schedule, reducing disruption to your team while maintaining audit quality.

Nationwide, focused employee benefit plan auditors

Weaver’s EBP audit professionals are located across the country, including dedicated partners and professionals who focus on employee benefit plan audits full time. Every year our entire plan audit team receives focused benefit plan training to stay current with evolving regulatory expectations. Our team’s technical knowledge — combined with consistent, high-quality service — helps you meet your fiduciary obligations and submit timely, compliant reports to the DOL and IRS.

Get Weaver’s guide to prepare for your annual benefit plan audit

Commitment to excellence and quality

Weaver ranks among the top 25 employee benefit plan auditors in the U.S., conducting over 600 single-employer, multiple-employer and multiemployer plan audits annually and currently holds the number 18 position in total plan assets audited, amounting to $140 billion. Additionally, we have been a member of the AICPA’s Employee Benefit Plan Audit Quality Center (AQC) since its inception.

Our experience

Our audits span a wide range of plans, from those sponsored by privately held companies and not-for-profit organizations with 100 participants and less than $1 million in plan assets to large and multistate plans sponsored by publicly traded companies, governmental agencies and organized labor organizations with more than 500,000 employees and $20 billion in plan assets.

Audits of defined contribution and defined benefit plans

Our defined contribution plan audits include 401(k) plans 403(b) plans, profit sharing plans and employee stock ownership plans (ESOPs). This includes plans that require a Form 11-K filing and plans that hold investments in master trusts. We also audit defined benefit plans such as traditional pension plans, cash balance plans, and health and welfare plans. This includes non-ERISA public funded and multiemployer plans, as well as plans that hold investments in master trusts.

Form 5500 and 990T filing services

Weaver’s employee benefit plan tax services team provides filing preparation services for plan sponsors with different types of employee benefit plans, including defined contribution, defined benefit and welfare benefit plans, as well as related direct filing entities (DFE) filings.

Technology and tools that save you time

Weaver prioritizes leveraging technology to simplify the audit process for clients, saving them time and reducing stress. By using secure online portals and highly ranked project management systems, we enhance efficiency, ensure accuracy and provide a client-centric approach for a seamless audit experience.

There when you need us

Our retirement plan audit practice excels in remote auditing, offering year-round availability with audit timelines customized to fit your schedule. Whether conducted on-site or virtually, Weaver’s services extend to over 30 states and Puerto Rico, providing flexibility and accessibility for you and your team.