Multiemployer Benefit Plans

Withum is among the few firms nationwide that specialize in multiemployer benefit plan audit and advisory services.

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Our Multiemployer Benefit Plan Expertise

Withum’s Multiemployer Benefit Plan Team delivers specialized expertise in ERISA, Department of Labor DOL, and Internal Revenue Service IRS compliance, bringing clarity, confidence, and consistency to an increasingly complex regulatory landscape. Our team is nationally recognized for helping multiemployer plans meet compliance requirements while supporting long term operational strength.

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Self-Insured Health Plan Advisory Services

Mulltiemployer Benefit Plans of All Sizes

+700K

Plans with over 700K participants

+$60B

Plan Assets over $60 billion

Multiemployer Benefits Insights

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Guide: 2026 Benefit Plan Limits and Thresholds

Compliance Services

Financial Statement Audits: Full Scope and Limited Scope
Payroll/Employer Compliance Audits
Health Claims Audit
Shared Expense Allocation Studies

Form 5500 Preparation, Review and Compliance Assistance
IRS & State Tax Compliance: Forms 990, 990-T, State
Tax Returns, Forms 5471 & 8865
Top Heavy Testing

Operation Services

Simulated Claims Processing
Retirement Claims Paid, Denied and Appealed
Data Security and Retention Consulting
Salary Surveys and Benefit Comparisons
Plan Expense Trends and Industry Comparison
Internal Control Evaluation and Consulting

Operational Reviews
Trustee Education
Forensic Auditing
Merger Due Diligence and Consulting
Cybersecurity Evaluation
Trustee Expense Reimbursement Review

Why Choose Withum

ERISA and DOL Expertise

Specialists in Employee Retirement Income Security Act (ERISA), Department of Labor (DOL) and Internal Revenue Service (IRS) compliance.

Trusted Plan Advisors

Trusted by benefit plan trustees, administrators, and plan professionals for guidance and industry expertise.

Federal Agency Insight

First-name relationship with decision-makers at federal agencies like EBSA. These connections help us quickly resolve issues and get information on proposed regulations for our clients.

Professional Industry Leadership

Active in industry associations, our professionals serve on the IFEBP Board of Directors and committees, contribute to the AICPA Employee Benefit Plan Expert Panel, and frequently lead sessions on industry best practices and standards.

Multiemployer Benefit Plan Specialists

Value Beyond The Numbers And Compliance Where It Matters

The Multiemployer Benefit Plan Team includes several highly-qualified specialists in the areas of tax compliance and benefit claims processing. Few other Firms employ professionals that are exclusively dedicated to these specific areas.

Firm Partners and professionals are very active in industry associations, serving on the International Foundation of Employee Benefit Plans (IFEBP) Board of Directors, as well as various IFEBP committees. Additionally, Withum’s team has served on the American Institute of Certified Public Accountants (AICPA) Employee Benefit Plan Expert Panel. The Firm plays an annual role in drafting changes to or developing new sections of, industry pronouncements and guides and Firm professionals frequently teach industry best practices and standards.

Hot Topics in the Multiemployer Benefits World Podcast

Join Withum’s Multiemployer Benefit Plan Services Team as they take a deep dive into the latest updates, best practices, and guidance surrounding benefit plans.

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