Employee Benefit Plan Audit
Helping You Navigate Government Regulations

By employing proactive communication, practical approaches and extensive partner involvement, we ensure an effective employee benefit plan audit and deliver strategic insights on plan design and fiduciary best practices.

Plan

Before we begin your employee benefit plan audit, we work with you to understand your contribution plans, benefit plans, health and welfare plans, and ESOPs with the goal of providing the most effective retirement plan services for your needs.

Perform

We’re more than advisors — we’re trusted partners who are experts in your plans. This allows us to deliver an efficient, coordinated audit process between plan sponsors and their service providers.

Report

We help you maintain long-term success by immersing ourselves in your plan goals and offering expert insights on plan design, operational deficiencies, best practices and cybersecurity that ensure the future viability of your plans.

Making More Possible

Leave an impact on your employees by protecting their futures. We’ll work with you to ensure your 401(k)s, pensions and health plans meet the Department of Labor’s current regulations and reporting requirements.

Employee Benefit Plan Audit

Our team can help ensure your employee benefit plans are financially viable and comply with government rules and regulations. We audit 401(k)s, 403(b)s, 11-Ks, pensions, cash balance plans, health and welfare plans, and employee stock ownership plans.

Form 5500 Preparation and Review

Implement the right tax reporting with our guidance on plan qualification, financial condition, investments and plan operations.

Learn more about our Business Tax services.

DOL and IRS Assistance

From beginning to end, we can assist with responding to notices, guiding you through examinations or submitting corrections for operational or design failures to the Department of Labor and Internal Revenue Service in coordination with your ERISA attorney.

Plan Design

We will review the design of your employee benefit plans to assess their compliance, investment policies, plan performance and participant fees.

Plan Check-Ups

If your 401(k) plan is nearing an audit requirement, let us check up on it. We help identify and prevent common operational deficiencies so you can avoid regulatory violations that require corrections.

Fiduciary Best Practices

Set your employee benefit plan up for success. Our comprehensive employee benefit plan services ensure your plans are managed with minimal risk and maximum benefit to plan participants.

DOL Cybersecurity Guidance and Assessments

Our experts work with plan sponsors, plan fiduciaries and record keepers to create customized solutions that assess the threat landscape of your employee benefit plans and remediate any risk factors for your plan participants.

Learn more about our Cybersecurity services.

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Lessons Learned from Adapting to the DOL’s New Cybersecurity Best Practices
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2023 Retirement Plan Audit Requirements: What Businesses Need to Know About Changes to Form 5500
Read All Employee Benefit Plan Audit Insights
The Moore Colson Employee Benefit Plan Audit Team

Get to know the experts ready to evaluate your employee benefit plans. This team is built to help with a broad range of industry services through audits, tax compliance and advisory solutions.

Image of Candace Jackson
Candace Jackson
Partner
Image of Brian D. Renshaw
Brian D. Renshaw
Partner
Connect with our Employee Benefit Plan Audit Experts

It’s time to up your expectations. Get in touch today to see how Moore Colson can help.

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FAQs
What services does Moore Colson offer?

From compliance-related accounting work to tailored business advisory, we offer a comprehensive range of services so we can be the true partner your business needs. Our insights will give you the confidence you need to implement sustainable growth opportunities across tax and assurance compliance, to risk or transaction advisory.

What industries does Moore Colson serve?

We are experts in a variety of industries, serving clients in construction, real estate, manufacturing, healthcare, transportation, hospitality and more.

How is Moore Colson different from other firms?

We lead with a client-centered approach, offering personalized expertise that leads to long-term relationships. Our non-book-of-business model provides access to our entire team, so clients are always paired with the right experts to address their needs.

What types of clients does Moore Colson work with?

We serve a diverse client base, including mid-market businesses, Fortune 500 companies and high-net-worth individuals across many industries.

How does Moore Colson stay up-to-date with changing tax laws and regulations?

We pride ourselves on our forward-thinking approach. Our team of professionals actively monitors changes to implement innovative solutions across all of the industries we serve. We also maintain active memberships in professional associations and networks, such as PrimeGlobal, to stay current on industry trends.

Where is Moore Colson based?

We’ve had roots in Atlanta since 1981, where we started as a small business and have since grown into one of the largest independent firms in the United States. Now, we serve clients across Georgia and the rest of the country. In 2019, we launched Magnolia Trust Company in Chattanooga, Tennessee.

How experienced is Moore Colson?

Greg Colson and Jack Moore established Moore Colson in 1981 with a vision — to redefine accounting excellence. Today, we have a host of experienced partners and over 185 employees dedicated to serving our clients. We’re also recognized at regional and national levels, ranking in the Top 20 Atlanta Accounting Firms list by the Atlanta Business Chronicle and being named one of the Best of the Best Top 50 CPA Firms in America by IPA.