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.

Subscribe to Benefit Briefs – our periodic EBP newsletter.

Questions? Contact Our Experts

Services Overview (2)

Debbie Herbert, CPA

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

2024 retirement plans

Benefit Briefs: 2024 Retirement Plan Limits

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 […]

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woman writing on a clipboard with a pen

Benefit Briefs: Changes Impacting Plan Audit Requirements

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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employee benefit plan paperwork

10 Ways to Ensure Success in a First-Year Employee Benefit Plan Audit

Although all benefit plan audits involve complexities, a first-year audit can seem especially daunting. With decades of experience serving employee benefit plans, Blue & Co. works as a team with […]

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