Employee Benefit Plan Audits

Stay compliant - while also finding new advantages.

Fulfill your regulatory requirements and ensure your plans maintain a qualified tax status. The Freed Maxick team goes beyond performing the required statutory audit by helping you correct potential operational and compliance issues and advising on best practices and industry updates.

Why Freed Maxick?


Top 2% of firms by audit volume

Benefit from our experience auditing over 160 employee benefit plans every year. Our deep bench covers defined contribution and benefit plans, 403(b)s, MEPs, employee stock ownership and purchase plans, 457 plans, VEBA plans and more.

Third-party verified quality

Our firm belongs to the AICPA's EBPAQC, which requires that we maintain a consistent level of quality with respect to benefit plan audits and hold our staff to rigorous continuing education requirements.

Dozens of industry specialists

More than 50 people in our firm are well versed in the numerous rules and regulations impacting this highly specialized industry. We conduct audits specifically designed for companies with filing requirements for employee benefit plans that file Form 11-k with SEC.

More than auditors

We provide advisory services for:

  • Compliance with new legislation and changing DOL/IRS guidelines
  • Designing and implementing benefit plans
  • Selecting investment advisors and third-party administrators
  • Monitoring plan performance and fiduciary governance
  • DOL Cybersecurity Compliance

  • Fiduciary Consulting
  • Expert Witness Testimony
  • Best Practice Reviews/Technical and Accounting Assistance
  • Department of Labor and Internal Revenue Service Audits
  • Compliance Correction Programs
  • ERISA 408b(2) Compliance

Client Perspective

We have worked with Freed Maxick since 2012 and they have been a valued partner of SEIU 1199.  They have assisted us through annual compliance work and are always available to support our needs as they arise. We value our relationship.

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Ronda Castren, Fund Administrator, SEIU 1199

Your Experts

Michelle A. Sullivan, CPA

Director

Barbara A. Danner, CPA

Director

Holly M. Hejmowski, CPA

Director

Are you looking for Employee Benefit Plan Audit Services from a New York CPA firm?