Withum is among the few firms in the nation that specializes in multiemployer benefit plan audit and advisory services. Our experience includes multiemployer benefit plans of all sizes, including:
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Plans with over 600K participants
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Plan Assets over $60 billion.
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.
Multiemployer Benefit Plan Specialists
Value Beyond The Numbers And Compliance Where It Matters
Withum’s Multiemployer Benefit Plan Team includes specialists in Employee Retirement Income Security Act (ERISA), Department of Labor (DOL) and Internal Revenue Service (IRS) compliance and are nationally recognized for their expertise.
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.
Multiemployer Benefit Plan Services
Compliance
- 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
Operations
- 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
Contact Us
For more information or to discuss your business needs, please connect with a member of our team.
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Featured Insights
DOL Proposes Rule to Increase PBM Fee Transparency
The U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) has unveiled a proposed regulation aimed at providing transparency into the often opaque world of pharmacy benefit managers (PBMs). Announced […]
Claim Denials and Their Impact on Self-Insured Health Plans: A Fiduciary Imperative for Employers
For self-insured employers, rising medical claim denials are no longer a back-office nuisance, they represent a direct fiduciary risk under the Employee Retirement Income Security Act of 1974 (ERISA). Every […]
DOL Unveils Major Overhaul to Employee Benefits Security Administration (EBSA) National Enforcement Projects
The Department of Labor (DOL) announced a recent overhaul – the most significant made in recent years – with respect to the Employee Benefits Security Administration (EBSA) National Enforcement Projects. […]