Benefit Plan Advising & Auditing – Colorado

Navigating Employee Benefit Plan Audits in Colorado

As we continue to strengthen our relationships and expand our reach across Colorado—including Denver, Colorado Springs, Aurora, Fort Collins, Boulder, Lakewood, Thornton, Westminster, Arvada, Pueblo, and the surrounding communities—our dedicated Benefits Practice Group is well positioned to support plan sponsors, administrators, trustees, and advisors with specialized employee benefit plan audit and consulting services.

Using a collaborative, technology-enabled approach, our team works remotely with organizations throughout Colorado, delivering the responsiveness, technical expertise, and practical guidance needed to navigate compliance requirements, strengthen plan governance, and improve operational effectiveness.

Whether your organization is located in a major metropolitan area or a growing Colorado community, Meaden & Moore can provide tailored support designed to help fulfill fiduciary responsibilities and address evolving employee benefit plan requirements.

Why Colorado Organizations Choose Meaden & Moore

Dedicated Benefits Practice
National Experience
Industry Recognition
Collaborative Approach
Technical Expertise

Senior couple meeting financial adviser for investment

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Employee Benefit Plans Served

Our employee benefit plan practice provides audit and advisory services to approximately 210 plans across a wide variety of plan types and industries.

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Plans Over $100 Million in Assets

Experience supporting large plans with heightened fiduciary oversight and reporting requirements.

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Specialized Plan Types

Expertise across Defined Contribution, Defined Benefit, Health & Welfare, and ESOP plans.

Employee Benefit Plan Audit & Consulting Services:

Employee Benefit Plan Audits

401(k) Plan Audits
11K Audits
403(b) Plan Audits
Defined Benefit Plan Audits
Employee Stock Ownership Plan (ESOP) Audits
Health & Welfare Plan Audits
Profit-Sharing Plan Audits

Fiduciary Assessments & Governance

Fiduciary Assessments and Recommendations
Governance and Committee Best Practices

ERISA Compliance Support

Operational Compliance Reviews
Corrective Action Recommendations

Form 5500 & Regulatory Reporting

Form 5500 Preparation and Review
Regulatory Audit Assistance

Plan Transactions & Special Projects

Plan Mergers
Plan Acquisitions
Plan Spin-Offs
Plan Terminations

Internal Controls & Risk Management

Internal Control Assessments
Process Improvements and Governance Recommendations

Benefit Plan Advising & Auditing Resources

Explore practical tools and resources to help strengthen plan governance, maintain compliance, and support your fiduciary obligations.

Explore the Resource Center

Frequently Asked Questions:

Do I need an employee benefit plan audit?

Federal regulations generally require an independent employee benefit plan audit when a retirement plan reaches certain participant thresholds.

What types of employee benefit plans does Meaden & Moore audit?

We audit 401(k), 11K, 403(b), ESOP, defined benefit, health and welfare, and profit-sharing plans.

How long does an employee benefit plan audit take?

Timing varies based on plan complexity, readiness of records, and service provider coordination.

How should we prepare for an employee benefit plan audit?

Organizations should gather plan documents, participant census information, trust reports, payroll data, and supporting records prior to the audit.

What are some common issues identified during employee benefit plan audits?

Eligibility errors, late remittance of employee contributions, participant loan administration issues, compensation calculation errors, and documentation deficiencies are among the most common findings.

Can Meaden & Moore perform employee benefit plan audits remotely?

Yes. Our team regularly serves employee benefit plan clients nationwide through a secure, technology-enabled audit approach that incorporates virtual collaboration, automated workflows, data analytics, and advanced audit tools—allowing us to deliver an efficient and seamless audit experience regardless of location.

Contact Our Colorado Employee Benefit Plan Team

Meaden & Moore provides employee benefit plan audit and fiduciary consulting services to organizations across the country, including those seeking support in Colorado. Our team serves clients remotely from our Ohio offices using a collaborative, technology-enabled approach.

Our dedicated Benefits Practice audits more than 200 employee benefit plans nationwide and works with plan sponsors, administrators, trustees, investment advisors, and legal counsel to help organizations navigate ERISA, Department of Labor, and IRS requirements.

If your Colorado organization is evaluating an employee benefit plan auditor or has questions about compliance, fiduciary responsibilities, or audit requirements, we'd welcome the opportunity to discuss your needs.

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_Plan Smarter Investment Trends, Fee Insights & Avoiding Common Audit Pitfalls Webinar FINAL_6.3.25

Webinar - Plan Smarter: Thoughtful Plan Governance, Fee Insights & Avoiding Common Audit Pitfalls

Meaden & Moore and CAPTRUST recently hosted an informative webinar focused on helping plan sponsors better understand today's investment landscape and key compliance considerations.

Watch the Replay

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Benefit Plan Advising & Auditing – Colorado

Navigating Employee Benefit Plan Audits in Colorado

Meet our Experts

Brian D. Dunfee, CPA, CEBS

Carlo Berlingieri, CPA

Darby Melville, CPA

Hillary Kastelic, CPA

Michelle H. Buckley, CPA, AIFA®

Tyler Fries, CPA

Why Colorado Organizations Choose Meaden & Moore

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Employee Benefit Plans Served

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Plans Over $100 Million in Assets

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Specialized Plan Types

Employee Benefit Plan Audit & Consulting Services:

Benefit Plan Advising & Auditing Resources

Frequently Asked Questions:

Contact Our Colorado Employee Benefit Plan Team

Webinar - Plan Smarter: Thoughtful Plan Governance, Fee Insights & Avoiding Common Audit Pitfalls

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