Employee benefit plan audits prepared by focused auditors

Stop last-minute fire drills with timely service from a dedicated and specialized team that prepares audits with skill and efficiency.

As an employee benefit plan sponsor and fiduciary, you need a qualified auditor who approaches audits with skill, experience, and efficiency.

Our experienced CPAs approach every engagement with an emphasis on efficiency, specialization, and professionalism. They supplement that approach with experience in a variety of industries, and deep knowledge of audit compliance standards.

What guidance and insight can you use today?
Timely information and pragmatic analysis on essential topics can help you more easily prepare for change.

What we bring to employee benefit plan audits

Employee benefit plan audits should happen with minimal disruption. Choose a firm that offers deep experience, advanced training, and a thoughtful process. Whether your employee benefit plan is simple or complex, Crowe can help you easily transition your audit plan to our specialists.

High-tech where it counts

Crowe has invested in premium project management and secure information sharing to help simplify and streamline your audits. We use technology to help create efficiencies, save time, and reduce client stress.

Highly specialized auditors

Many of our auditors are on a specialized career path that affords them deep expertise in the nuances of employee benefit plan audits. This allows your team to dedicate themselves to your project, dive in early, ask the right questions, and provide valuable feedback.

Audit timelines tailored to your calendar

Crowe teams start early and work consistently, striving to avoid unnecessary surprises or last-minute pressures. Deadlines are more easily met when the timeline is carefully crafted and tailored to your calendar.
Crowe has invested in premium project management and secure information sharing to help simplify and streamline your audits. We use technology to help create efficiencies, save time, and reduce client stress.

Many of our auditors are on a specialized career path that affords them deep expertise in the nuances of employee benefit plan audits. This allows your team to dedicate themselves to your project, dive in early, ask the right questions, and provide valuable feedback.

Crowe teams start early and work consistently, striving to avoid unnecessary surprises or last-minute pressures. Deadlines are more easily met when the timeline is carefully crafted and tailored to your calendar.

Year-round resources

Many of our auditors spend the offseason attending seminars, conducting trainings, and speaking at industry conferences. In turn, we host webinars and write helpful content, sharing our insights with our clients and professional network on compliance news, industry trends, and other issues that could affect your employee benefit plan audit.

National reach

We don't limit our teams geographically. We offer nationwide service and national reach, auditing plans in 41 states and Puerto Rico.1 You'll get the right specialists for your engagment no matter your location.

1"Form 5500 Datasets,” U.S. Department of Labor, accessed January 2023.

Many of our auditors spend the offseason attending seminars, conducting trainings, and speaking at industry conferences. In turn, we host webinars and write helpful content, sharing our insights with our clients and professional network on compliance news, industry trends, and other issues that could affect your employee benefit plan audit.

We don't limit our teams geographically. We offer nationwide service and national reach, auditing plans in 41 states and Puerto Rico.1 You'll get the right specialists for your engagment no matter your location.

1"Form 5500 Datasets,” U.S. Department of Labor, accessed January 2023.

Additional services

Our experienced professionals have a clear understanding of the complex issues your company faces. See our other services tailored to your business.

Financial statement audits
Reliable financial statements help build trust and support informed decision-making. Build stakeholder confidence with an objective financial statement audit from Crowe.
Financial statement audits
SOC reporting
Without the right help, SOC reporting can be disruptive to your already busy teams. Crowe can help provide the quality and timeliness of SOC examinations that your customers and prospects are seeking.
SOC reporting
Accounting advisory
With ever changing standards and complex reporting and disclosure requirements, it’s hard to stay current. You need a team who understands all facets of your accounting needs and can balance requirements with ease.
Accounting advisory
Tax reporting services
Tax-exempt organizations, including benefit plans, require specialty knowledge. We can assist tax-exempt organizations in many ways, and can also help with filing Forms 5500, 990, 990-T, and other tax filing form requirements. 
Tax reporting services
Global mobility
Crowe possesses current knowledge of tax, immigration, and employment issues to help companies minimize tax burden, remain compliant, and strategically manage international workforces.
Global mobility

Work with us

With nationwide service and efficient project management, our dedicated specialists work to complete your employee benefit plan audit on time and with minimal disruption. Let our auditors provide feedback and customize an audit timeline tailored to your calendar. Contact us today. 

Let’s talk about employee benefit plans

Are you ready to stop last-minute fire drills? Your dedicated and specialized employee benefit plan team works year-round. Let’s talk about how we aim to execute your audit with skill and efficiency.

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