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 500K participants

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Plan Assets over $15 billion.

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 Practice 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

Leadership

Brian S. Garstecki

Partner, Practice Leader

Washington, DC

Scott M. Price

Partner

Washington, DC

David P. Dorsey

Partner

Washington, DC

Nadia-Maria C. Matthie

Partner

New York, NY

Lawrence R. Beebe

Emeritus Partner

Washington, DC

Mark A. Buckberg

Partner

Washington, DC

Barry T. Omahen

Partner

San Ramon, CA

Joseph M. Thiermann

Partner

San Ramon, CA

Michelle L. McCann

Partner

San Ramon, CA

Richard Thiermann

Partner

Irvine, CA

Kyle S. Whittemore

Partner

San Ramon, CA

Sunyoung “Sunny” Baek

Partner

San Ramon, CA

Donnie Springer

Partner

San Ramon, CA

Jessica R. Roster

Partner

San Ramon, CA

Jasmine S. Baker

Partner

San Ramon, CA

Nick Browning

Partner

Portland, OR

Sue Weaver

Principal

Washington, DC

Richard Ruvelson

Principal

Washington, DC