Employee Benefit Plan audits aren’t just about checking boxes—they’re about ensuring financial security for employees while maintaining regulatory compliance for employers. At alliantTalent, we understand this balance requires more than just technical knowledge; it demands partnership and strategic vision.
The EBP landscape is constantly evolving, with significant changes for the 2024 plan year through the Secure 2.0 Act, updated IRS limits, new FinREC guidance, and Form 5500 modifications. While most firms focus solely on compliance, we see these changes not as regulatory hurdles but as opportunities to strengthen your benefit plans and provide strategic value.
Our recent webinar, “Essential EBP Audit Updates for Financial Professionals,” addressed these important shifts. Our expert panel provided actionable insights on:
- Secure 2.0 Act Updates and implementation requirements
- New IRS Limits for 2024 plan year
- FinREC Guidance on revenue sharing arrangements
- FASB Updates affecting Employee Benefit Plans
- Form 5500 Changes for the 2024 plan year
- DOL Updates, including revised administrative penalties
- Additional audit considerations, including IRS regulations
Note: Recorded video is not CPE eligible.
This commitment to education reflects our broader approach to EBP audits—one centered on collaboration between industry experts. By combining deep accounting expertise with specialized knowledge in government audits, single audits, HUD audits, and Employee Benefit Plan audits, we’ve created a synergy that delivers exceptional results.
The foundation of our success lies in three interconnected pillars: People, Process, and Technology. With over 200 fully CPE-compliant professionals specializing in more than 10 industries, we emphasize Quality, Quality, Quality in everything we do. This methodical approach has enabled us to serve over 100 CPA firms and complete more than 10,000 engagements, developing particular expertise in 11-K filings, non-11-K plans, plan terminations, and mergers.
Beyond simply staying current with regulatory changes, our true value lies in how we implement these changes effectively for our clients. Rather than just identifying issues, we provide tailored solutions that address your specific plan needs. Our team becomes an extension of yours, offering specialized expertise without the overhead of maintaining a full-time EBP audit staff—an approach that has proven increasingly valuable as regulatory requirements grow more complex.
Would you be interested in exploring how we can assist you? Schedule an appointment, and our expert team will contact you shortly.
