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Trusted Specialists in

Employee Benefit Plan Audits

Smith + Howard provides high-quality, efficient, and compliant employee benefit plan audits supported by a dedicated team that works exclusively in this specialty area. Our approach emphasizes accuracy, responsiveness, and a smooth client experience from planning through final reporting.

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What Sets Our EBP Practice Apart

  • 40+ dedicated EBP professionals focused year-round
  • Deep ERISA expertise across all major plan types
  • Seamless coordination with plan sponsors, TPAs, recordkeepers, custodians and advisors to keep timelines on track
  • National reach with consistent quality
  • Member of the AICPA Employee Benefit Plan Audit Quality Center

We Audit All Major Employee Benefit Plan Types

  • 401k-Plans-3 401(k) Plans
  • 403b-Plans-2 403(b) Plans
  • Welfare-Benefit-Compensation-Plans-2 Welfare Benefit Compensation Plans
  • Defined-Benefit-Plans-2-2 Defined Benefit Plans
  • ESOPs-2-2 ESOPs
  • Health-and-Welfare-Plans-2 Health and Welfare Plans
  • Multiple-Employer-Plans-MEP-2 (1) Multiple Employer Plans (MEP)
  • Pooled-Employer-Plans-PEP-2 Pooled Employer Plans (PEP)

Industry Knowledge + Expertise

We work with a wide range of organizations and the professionals who support them – delivering audits that are accurate, timely, and built around your needs.

Plan Sponsors + Employers

Businesses of all sizes that sponsor ERISA-covered retirement or welfare benefit plans and are required to file audited financial statements with their Form 5500.

Plan Administrators + HR Teams

Internal administrators responsible for plan compliance and reporting who need a reliable, experienced audit partner to meet annual deadlines without disruption.

TPAs, Recordkeepers + Advisors

Third-party administrators, custodians, and financial advisors who coordinate or recommend audit services to their plan sponsor clients.

Nonprofit + Educational Institutions

Schools, hospitals, foundations, and other tax-exempt organizations offering benefit plans subject to annual audit requirements under ERISA.

Why Us?

Smith + Howard is a full-service accounting firm with a demonstrated track record of excellence providing benefit plan audit services. Our team is led by accomplished leaders driven by a deep understanding of benefit plan audits, a passion for service, a commitment to excellence, and unwavering integrity.

Built for Plan Sponsors + Administrators

We work with a wide range of organizations and the professionals who support them – delivering audits that are accurate, timely, and built around your needs.

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Healthcare

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Manufacturing

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Education

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Nonprofit

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Technology

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Financial Services

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Government Contractors

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Professional Services

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Retail + Distribution

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Real Estate

A Nationally Recognized Accounting Firm

With clients in all 50 states and many with operations around the world, Smith + Howard brings an extraordinary level of expertise and knowledge that helps your business reach the next level.

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