Employee Benefit Plans
Employee benefit plan services represent a significant service line for our firm. We perform audits for more than 230 employee benefit plans each year, and we have a dedicated group of professionals who serve clients solely in this space.
As members of the AICPA Employee Benefit Plan Audit Quality Center (EBPAQC), we are well versed in audit requirements and governmental regulations, and we are committed to performing an effective and high-quality audit for each plan we serve. We also recognize the importance of your time, and by serving you with decades of experience and a team of knowledgeable professionals, your employee benefit plan audit experience with Blue will be fluent and efficient.
Regardless of the size, type, or filing requirements of the plan, we approach each audit with a focus on customer service and quality. Our firm size is large enough that it allows us a wide expanse of resources, yet small enough that we offer personal service and competitive fee quotes.
Questions? Contact Our Experts
Debbie Herbert, CPA
Director
dherbert@blueandco.com
812.405.1733
Who We Serve
- Defined contribution plans, including 401(k), 403(b), MPP & ESOP plans
- Defined benefit plans
- Health & welfare plans
- Multiple-employer plans
- Plans subject to 11-K filing requirements
- Plans electing ERISA 103(a)(3)(C) scope
- Plans requiring full scope audit procedures
Employee Benefit Plan Services
- Tax filings (including Forms 990-T, 5500, 8955-SSA, and 5330)
- Preparation of application for IRS and DOL correction programs
- Plan design, consulting, and compliance services through our affiliate, Blue Benefits Consulting, Inc.
Benefit Briefs ArticlesView All Thought Leadership
December 17, 2024
By Debbie Herbert, CPA, Director at Blue & Co. If your defined contribution plan has a vesting schedule for employer contributions, you may be familiar with the term ‘forfeitures.’ In […]
February 02, 2024
By Holly Fields, CPA, Senior Manager at Blue & Co. For 2024, the Internal Revenue Service (IRS) increased plan limitations to reflect cost of living adjustments. Below are some of […]
March 03, 2023
Recent changes by the U.S. Department of Labor to the Form 5500, Form 5500-SF, and related instructions will impact future audit requirements for employee benefit plans. Understanding the Plan Audit […]
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Wishing you a day of reflection, celebration, and gratitude. Happy Independence Day from all of us at Blue & Co.!
Last week we had a blast meeting students during our Jumpstart Summer Leadership Program 2025! It was a great way for students to connect with Blue employees and a great way for our team to introduce the students to our people-first culture. The students participated in multiple workshops and breakout rooms, a Reds game, a speech from our CPO, Chad Pfeifer, and having one on one time with employees. Thank you to everyone who made this program a success and a big thank you to Amy Lambdin for planning and running the program this year. We hope to see you next year!
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