Multiemployer Benefit Plans
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 Benefit World Podcast
Join Withum’s Multiemployer Benefits 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 Benefits 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
Upcoming Events
June 2023
- David Dorsey will be speaking at the IFEBP Trustees Institute level II: Concepts in Practice on June 17 and 18, 2023.
- David Dorsey, Aaron Slaughter, Jessica Roster and Philip Vivirito will be speaking at the IFEBP Accounting and Auditing Institute for Employee Benefit Plans from June 19, to June 21, 2023.
- Aaron Slaughter will be speaking at the IFEBP New Trustees Institute Level I: Core Concepts from June 19, to June 21, 2023.
July 2023
- Julie Tracy will be speaking at the IFEBP Fraud Prevention Institute for Employee Benefit Plans from July 24-25, 2023.
October 2023
- IFEBP 69th Annual Employee Benefits Conference from October 1, to October 4, 2023.
Contact Us
For more information or to discuss your business needs, contact Withum’s Multiemployer Benefit Plans Services Team.
Leadership
Featured Insights
Next Steps to Streamline Your Processes
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Hot Topics in the Multiemployer Benefits World Podcast
Join Withum’s Multiemployer Benefits team as they take a deep dive into cyber and fraud issues surrounding benefit plans. Each episode will touch on best practices, stories, and guidance to help you remain compliant. Tune in monthly to hear the latest updates.
First Steps to Streamline Your Processes
Take a moment to think about your daily business operations – do you notice high stress levels from your staff? Are their day-to-day tasks tedious, outdated, and time-consuming? Are you […]