403(b) Plans

Plante Moran has significant experience auditing 403(b) plans due to our entrenchment in the not-for-profit, religious and health care, higher education, and municipal and governmental industries. We started assisting clients with these audits before they were required by the Department of Labor.

Employee benefit plans are a focus area for our firm. You’ll notice the difference when we put our experience to work for you. You can be assured that our employee benefit plan audit specialists will cover issues emphasized by the Department of Labor (DOL). We have audited hundreds of 403(b) plans and understand the importance of having expertise for these uniquely designed plans.

For timely resolutions to issues, we can draw on long-term, professional relationships with the DOL and the Internal Revenue Service. Because we’re one of the nation’s largest accounting, tax, consulting, and wealth management firms, we also have relationships with most large investment, insurance, and record-keeping companies, banks, and actuarial firms, allowing us to efficiently secure necessary audit information.