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Employee Benefit Plans

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Conducting an employee benefit plan (EBP) audit is a particular specialty. Best results are achieved when the audit is completed by experienced professionals with a broad technical knowledge of EBP requirements. Engaging a firm that does not have a dedicated focus on performing EBP audits can have serious—and sometimes costly—consequences.

Melton & Melton has long been a local leader in EBP audits. We currently perform financial statement audits for over 130 employee benefit plans, including defined contribution and defined benefit. We have a vast technical and practical knowledge of EBP operations. Our professionals are well-versed in the skills necessary to perform a thorough and timely audit with minimal disruption to your day-to-day operations. We make the audit process a positive experience, providing peace of mind from a compliance standpoint as well as recommendations for plan improvement.

At Melton & Melton, we have dedicated substantial resources to our employee benefit plan practice. We conduct in-depth training for all of our EBP auditors each year, covering the ever-changing EBP environment. We maintain a membership in the American Institute of Certified Public Accountants (AICPA) Employee Benefit Plan Audit Quality Center; as a condition of this membership, we consistently meet certain requirements that help ensure the quality of our employee benefit plan audits. Melton & Melton is also registered with the Public Company Accounting Oversight Board (PCAOB), allowing us to perform 11-K audits.

Our EBP auditors welcome the opportunity to help you satisfy your fiduciary obligations and provide you with a value-added audit. Our team can assist you with the following services:

  • Full and limited-scope audits as required by ERISA
  • Financial statement preparation
  • Preparation of Form 5500
  • Representation during IRS and Department of Labor audits
  • Special audit procedures directed toward compliance with regulatory requirements
  • Submission of forms to the IRS and Department of Labor

For more information, please contact: