Self-Insured Health Plan Advisory Services
Multiemployer Benefit Plans
Withum is among the few firms nationwide that specialize in multiemployer benefit plan audit and advisory services.
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.
Multiemployer Benefits Insights
How Oversight Gaps Can Develop in Multiemployer Plans
Even in well-run multiemployer plans (“Plans”), oversight gaps can quietly grow over time. In many cases, these gaps are not the result of negligent or disengaged Boards. Rather, they emerge when too much reliance is placed on existing systems, familiarity and routine reduce visibility into how processes actually operate, or technical complexity discourages questions and…
Implementing Effective Controls: Best Practices for Employee Benefit Plans
For employee benefit plans (EBPs), implementing controls that are both practical and responsive to their unique risk profiles is key. A well-designed control environment can help organizations manage risk while supporting compliance and operational objectives. Balancing Preventive and Detective Controls A well-designed control environment includes a mix of preventive and detective controls: The right balance…
Benefit Plan Audit Season Is Here: Three Hot Topics to Keep Top of Mind
As another employee benefit plan audit season gets underway, plan sponsors have a valuable opportunity to get ahead of the issues that most frequently surface during a retirement plan audit. A little preparation now can prevent findings, corrections, and uncomfortable conversations later. Below are three areas that consistently draw scrutiny and where a proactive review…
Withum’s Columbia Office Welcomes Greater Baltimore
Withum team members, clients and community leaders, including representatives from Howard County and the Central Maryland Chamber, came together to mark the official “door opening” on the new location. The ribbon-cutting ceremony highlighted the evening, which featured citations presented by community leaders welcoming Withum to the Columbia region and recognizing its strong ties to the…
Nadia Matthie Appointed as Chair of the AICPA’s Employee Benefit Plans Expert Panel
The AICPA’s Employee Benefit Plans Expert Panel was formed to protect the public interest and agree on key plan issues by leveraging the knowledge of leaders in the employee benefit plan industry. Nadia’s deep expertise makes her a valuable asset to help further the panel’s mission as Chair of the group. Nadia has more than…
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
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.
Connect with Our Leaders
Partner, Practice Leader, Labor Organizations and Multiemployer Benefit Plans
Baltimore, MD
Partner, Chief Regional Officer and Team Leader, Multiemployer Benefit Plans and Labor Organizations
Baltimore, MD
Principal, Team Leader, Multiemployer Benefit Plans and Labor Unions – Audit
Washington, DC
Contact Us
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