Employee Benefit Plan (EBP) audits specialised knowledge of regulatory frameworks, plan structures, and reporting standards. These engagements are subject to heightened scrutiny from regulators like the the U.S. Department of Labor (DOL) and the IRS, making accuracy, timeliness, and compliance essential.

At BDO EDGE, we support you with efficient execution of EBP audits across 401(k), 403(b), defined contribution, and defined benefit plans.. Our team is well-versed in ERISA compliance, Form 5500 reporting, and the plan financials and disclosures.

We assist with risk assessment, testing of participant data and plan transactions, and ensure documentation aligns with your firm’s methodology and applicable standards. Acting as a reliable extension of your team, we help manage the complexities of these audits while maintaining quality and consistency across all deliverables.