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Employee Benefit Plans

Employee benefit plan audit services (EBP audits) represent a significant service line for our firm. We perform EBP 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 a leading EBP audit provider and members of the AICPA Employee Benefit Plan Audit Quality Center (EBPAQC), we are well versed in regulatory compliance and audit quality. Our specialized plan auditors 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 timely and efficient.

Regardless of the size, type, or filing requirements of the plan, we approach each audit with a dedicated 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 personalized service and competitive fees.

Please reach out to us to inquire about our services or to request an audit quote. We are ready to serve your plan!

Subscribe to Benefit Briefs – our periodic EBP newsletter.

Questions? Contact Our Experts

Services Overview (2)

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

  • Plan audits, including ERISA 103(a)(3)(c) and full scope
  • 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

Plan governance committee meeting

Benefit Briefs: Plan Governance Committee Meetings

By Debbie Herbert, CPA, Director at Blue & Co. Have your plan auditors ever asked you for plan governance committee meeting minutes or agendas? There’s a good reason for that. […]

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Benefit Briefs: Navigating Forfeitures in Defined Contribution Plans: Compliance, Usage, and Regulatory Considerations

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 […]

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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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