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Multiemployer Benefit Plans

pdf-downloadMultiemployer Benefit Plans Fact Sheet
Withum is among the few accounting firms in the nation that specialize in multiemployer benefit plan audit and advisory services. We service multiemployer benefit plan clients of all sizes, including plans with over 500,000 participants and assets $15 billion.

Nationally-Recognized Expertise

Withum’s Multiemployer Benefit Plan Practice Group professionals are 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.

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 Partners have 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.

The Multiemployer Benefit Plan Practice Group 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.

Withum’s reputation for unsurpassed client service and its solid track record for simplifying complex employee benefit plan administration and compliance is unrivaled. When trustees, administrators and plan professionals engage Withum, they realize the intangible benefit of peace of mind is as valuable as the accounting and financial services we deliver.

Clients Include

  • Defined Benefit Pension Plans
  • Defined Contribution Benefit Plans
  • Health and Welfare Plans
  • VEBA Plans
  • Training Funds
  • Legal Service Plans
  • Vacation Plans
  • Severance Plans

How We Help Our Clients

  • Financial Statement Audits: Full Scope and Limited Scope
  • Payroll/Employer Compliance Audits
  • Trustee Education
  • Health Claims Audits
  • Simulated Claims Processing
  • Shared Expense Allocation Studies
  • Retirement Claims Paid, Denied and Appealed
  • Top Heavy Testing
  • Data Security and Retention Consulting
  • Salary Surveys and Benefit Comparisons
  • Plan Expense Trends and Industry Comparison
  • Internal Control Evaluation and Consulting
  • Form 5500 Preparation, Review and Compliance Assistance
  • IRS & State Tax Compliance: Forms 990, 990-T, State Tax Returns, Forms 5471 & 8865
  • Trustee Expense Reimbursement Review
  • Forensic Auditing
  • Merger Due Diligence and Consulting
  • Operational Reviews


Our Team

Lawrence R. Beebe
Lawrence R. Beebe
Mark A. Buckberg
Mark A. Buckberg
David P. Dorsey
David P. Dorsey
Brian S. Garstecki
Brian S. Garstecki
Caroline L. Kettering
Caroline L. Kettering
John A. Merchant
John A. Merchant
Scott M. Price
Scott M. Price
The information contained herein is not necessarily all inclusive, does not constitute legal or any other advice, and should not be relied upon without first consulting with appropriate qualified professionals.