Employee Benefit Plan Audits

Offering knowledge and best practice resources to help you navigate the complex requirements of your fiduciary responsibility.

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Most employers would agree that their employees are their greatest assets. Along with compensation and other benefits, your organization’s retirement plan is a significant retention tool. It is also, however, a highly regulated fiduciary responsibility, with rules and regulations imposed by ERISA, PBGC, the Department of Labor (DOL) and the Internal Revenue Service.

Federal law requires that employee benefit plans with 100 or more eligible participants must be audited each year. There is so much to know about — from determining when an employee benefit audit is indicated and how to prepare for it, to what to expect from the auditor who performs it. You are best served by a certified public accounting firm with substantial knowledge and experience in the unique area of employee benefit plans.

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Call us at (413) 536-8510

Employee Benefit Plan Auditing Services

Meyers Brothers Kalicka is a member of the AICPA’s Employee Benefit Audits Quality Center. This affiliation indicates our commitment to adhering to the highest quality employee benefit plan audit standards within the industry. It also provides access to the most current resources, in-depth knowledge and best-practice processes that affect your plan, to help you fulfill your fiduciary responsibilities. As new regulations have emerged, Meyers Brothers Kalicka has been in the forefront, educating our clients with value-added seminars, education and compliance strategies.

401(k) plans

403(b) plans

401(a) plans

Defined benefit plans

Health and welfare benefit plans

Profit-sharing plans

Providing on-time and high quality audits that minimize your fiduciary risk

Education on new rules and regulations that impact your employee benefit plan

Representation during DOL and IRS inquiries and audits

Proactive communication with your staff and third party administrators, to help them prepare for each audit

Evaluation of benefit plan record keeping and reporting processes with recommendations to enhance compliance

Providing efficient and cost effective employee benefit audits, with a minimal disruption to your staff

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Experienced Accounting Team

Submit any inquiry or request for proposal (RFP) below.

Employee Benefit Plan Auditing Insights

Underpay your 2023 Taxes? Consider Filing an Amended Tax Return

By Katrina Arona • January 13, 2025

Did you underpay your 2023 taxes? Consider filing an amended tax return.

Managing the Business Interest Deduction Limitation

By Katrina Arona • January 10, 2025

At one time, businesses were able to claim a tax deduction for most business-related interest expense. But that changed with the enactment of the Tax Cuts and Jobs Act (TCJA). The TCJA created Section 163(j), which generally limits deductions of business interest to 30% of a company’s adjusted taxable income, with certain exceptions.

MBK hosted the EANE Finance Roundtable

By Katrina Arona • December 31, 2024

On December 13th MBK Partner James Krupienski, Manager Dan Eger, and Tax Supervisor Olivia Calcasola joined EANE President Allison Ebner for a special hybrid Roundtable discussion with business leaders of the Northeast.