Employee Benefit Plans

Improving Efficiency and Ensuring Compliance

Changing rules and regulations can make administering employee benefit plans a complex and challenging task. Calibre CPA Group’s specialists work diligently to stay up-to-date on the current regulatory and fiduciary issues so our clients can prepare for upcoming changes and improve the efficiency of their plans.

Our staff has extensive experience working with plans of all sizes across the country, partnering with trustees, administrators and other services providers to help them comply with Federal regulations. Our clients range from small plans with assets of less than $500,000 and 100 participants to plans with assets of $19 billion and more than 200,000 participants.

We audit a broad spectrum of public pension funds, single employer plans, multi-employer (Taft-Hartley) plans and other ERISA funds, including:

  • Defined benefit plans
  • Defined contribution pension plans
  • Health and welfare benefit plans
  • 401(k) plans
  • 403(b) plans

  • VEBAs
  • Profit sharing plans
  • Medical plans
  • Educational funds
  • Vacation plans
  • Apprenticeship and training funds

Our employee benefit plan capabilities include:

Auditing & Assurance

  • Full scope and limited scope audit of financial statements
  • Advice on cost allocation studies
  • Preparation of participant statements and other notifications

Forensic & Risk Advisory Services

  • Internal control analysis
  • Analysis of plan operations

Payroll Compliance

  • Payroll audits of participating employers (for multiemployer plans)

Tax & Regulatory Reporting

  • IRS/DOL reporting and disclosure forms
  • ERISA Compliance
  • Unrelated Business Income assistance

Accounting & Financial Services

  • Preparation of internal financial statements
  • Budget development, preparation and performance reporting


Talk With An EBP Specialist

Ready to see the difference?