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 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
Upcoming Events
November 2025
- 71st Annual Employee Benefits Conference (Nov 9-12, 2025)
Contact Us
For more information or to discuss your business needs, please connect with a member of our team.
Leadership
Featured Insights
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.
SECURE Act 2.0 Key Provisions and Implementation Challenges for Defined Contribution Plans
The SECURE Act 2.0, enacted in late 2022, continues to reshape the retirement landscape through a series of phased-in provisions. As we progress through 2025, plan sponsors, payroll providers, and […]
Nadia-Maria Matthie Honored with the 2025 Ronald Benjamin National Achievement in Public Accounting Award
Withum is proud to announce that Nadia-Maria Matthie has been awarded the Ronald Benjamin National Achievement in Public Accounting Award at the 2025 National Association of Black Accountants (NABA) Awards […]