Retirement Plan Audits

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If your retirement plan has exceeded certain thresholds, the Department of Labor (DOL) likely requires an annual audit. At Ezzy and Associates, we specialize in Employee Benefit Plan (EBP) audits. We help plan sponsors meet their compliance obligations efficiently, with fixed pricing and a streamlined, low-disruption audit process.

EBP audits are a core part of our practice — not an afterthought. Our audit practice meets the highest standards under AICPA Peer Review and Quality Management guidelines. We offer fixed-fee pricing with no surprises, and our dedicated team understands the nuances of DOL compliance, eligibility testing, and late contributions.

  • Limited-scope and full-scope audits
  • Form 5500 audit preparation and coordination
  • Compliance with ERISA and AICPA standards
  • Communication with TPAs, recordkeepers, and custodians
  • Pre-audit checklists and timeline planning
  • Secure file sharing and remote engagement options

Interested in this service?

Reach out and a member of our team will get back to you promptly.

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