FD’s Comprehensive Guide to Employee Benefit Plan Audits

A practical resource for plan sponsors and fiduciaries—what to expect in the EBP audit process, how to prepare, and how specialized teams help you stay compliant, efficient, and ready for filing.

Why This Matters

Employee Benefit Plans are subject to strict oversight from the DOL, IRS, PCAOB and EBSA, and the DOL stresses the importance of using qualified specialists due to high error rates among auditors who do not regularly perform this work.

What You’ll Learn

• Scope & standards: What regulators expect during an EBP audit and how strong audit quality protects both the plan and its participants.
• Readiness checklist: Documents, data, and timing that streamline fieldwork and reduce delays.
• Coordination & reporting: How our audit process aligns with Form 5500, provides clarity to stakeholders, and ensures accuracy before submission.

Download Our Guide

Fill in the form below to access our EBP Audits Guide (PDF).

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How FD Works with You

• Planning: Tailored request lists and sample selections prepared in advance.
• Execution: Efficient, coordinated fieldwork with proactive communication.
• Reporting: Clear findings and reconciliations aligned to all required filings—with insights you can act on.

Contact Us to Discuss Your EBP Audit