Benefit Plan Advising & Auditing Resources
Your comprehensive source for essential tools to support the oversight and compliance of your employee benefit plan
Welcome to Meaden & Moore’s Benefit Plan Resource Center
This suite of resources developed by our Benefit Practice Group will help you confidently manage and optimize your employee benefit plan. From understanding complex ERISA, DOL, and IRS regulations to minimizing fiduciary risks, our resources empower you to enhance compliance, ensure fiduciary responsibility, and drive value for your participants.
A Boomerang Study in Benefit Plan Audit Success
Learn how to turn a challenging audit engagement into a successful opportunity by addressing complex transactions, effective communication, and a client-focused approach.
Strategy Resources
Develop a strategic approach to benefit plan management with resources focused on fiduciary oversight, risk mitigation, and regulatory compliance. We share insights on balancing participant interests with fiduciary duties, enabling you to focus on both the immediate and long-term success of your plan.
RMD Strategies for Plan Administrators
Mandatory Roth Catch-Up Contributions Take Effect in 2026
Participant Populations and Investment Habits are Changing
The Importance of Year-End Compliance Testing for Employee Benefit Plans
Compliance testing isn’t just a checkbox on your to-do list—it's a key element in maintaining the integrity and success of your benefits program.
Mandatory Roth Catch-Up Contributions Take Effect in 2026s
How Much Can You Contribute to Your Retirement Plan in 2025?
The IRS has announced 2025 retirement plan contribution limits, with modest increases for 401(k)s, IRAs, SIMPLE plans, and new catch-up options.
Benefit Plan(ning) for 2024 and 2025
Plan sponsors must focus on the remaining deadlines for 2024 and plan for new changes in 2025.
Secure 2.0: Which Provisions Went Into Effect in 2024?
Explore key SECURE 2.0 changes for 2024, including emergency savings, starter 401(k)s, withdrawal updates, and student loan relief.
Required Minimum Distributions – Are You Ready for 2024?
Required minimum distributions (RMDs) are the minimum amounts you’re required to pull from your retirement accounts each year.
Defining Your Employee Benefits Strategy
Employers should revisit their existing benefits strategy and update it to reflect the current economic environment and meet their employees’ needs.
Exploring Secure Act 2.0
Employees have more opportunities to save with the Secure Act 2.0. Learn key provisions and what employers should be doing now.
Secure 2.0: Changes to Retirement Plans
Learn how the Secure 2.0 Act boosts retirement savings with RMD changes, catch-up limits, auto-enrollment, and student loan matching provisions.
"I value the responsive, knowledgeable counsel from the Meaden & Moore team. Based on experiences across numerous projects, they have become a trusted audit resource we count on for reliable insights and expertise."
Jenny Germann, Worthington Enterprises
Audit Resources
Our audit resources guide you through the complexities of plan auditing, ensuring transparency, accuracy, and alignment with current regulations. Explore case studies and articles that highlight our proven approach to mitigating compliance risks while safeguarding your plan’s integrity.
Expert Guidance for a Trusted Long-Term Care Facility
Participant Populations and Investment Habits are Changing
New DOL Audit Quality Study for Employee Benefit Plans Released
The fourth assessment of the quality of audit work performed by independent qualified public accountants has been completed.
New Auditing Standard – SAS 136 Will Impact Employee Benefit Plan Audits
This new auditing standard requires new performance requirements for auditors and changes the audit opinion for employee benefit plan audits.
Best Practices: How to Prep for an Employee Benefit Plan Audit
As with every spring, you are tasked to prepare for your year-end employee benefit plan audit.
A Recap of CARES Act Changes for Defined Benefit Plans
Acquiring Success With an Employee Benefit Plan Audit
Learn how our solution helped a client remit earnings to their 401(k) plan for the missed opportunity to earn investment income.
Changes on the Horizon for Employee Benefit Plan Limited Scope Audits
DOL Audit Risk: Missing Participants in Defined Benefit Plans
Technology Resources
Technology is a crucial piece of benefit plan management. Our articles and guides help you leverage modern tools to enhance data security, streamline reporting, and ensure seamless participant access to plan information.
Cybersecurity for Employee Benefit Plans
Use this resource to help one of the most important aspects of your benefit plan remain safe – plan demographic data.
Cybersecurity: Employee Benefit Plan Edition
Cybersecurity threats are continuing to evolve and will continue to inflict harm on the unprepared. Employee benefit plans are no exception.
Discover the Latest Insights on Employee Benefit Plans
Get the latest employee benefits insights delivered to your inbox once a quarter including strategy and best practices, regulatory changes, and new opportunities.
Internal Controls
Learn best practices for strengthening internal controls within your benefit plan operations. With tools like checklists and guidelines, we provide you with the knowledge to establish processes that maintain compliance, reduce errors, and support ongoing regulatory changes.
Strengthening 401(k) Compliance & Internal Controls
Targeted actions optimized this 401(k) plan’s compliance and strengthened its framework.
Employee Benefit Plans Require Strong Internal Controls
Learn how to implement an employee benefit plan that not only meets official regulations but operates smoothly.
Examples of Internal Control Communications for Employee Benefit Plans
Employee benefit plan examination processes are usually faster and more efficient when a clear set of internal controls is already in place.
IRS Focusing on Employee Benefit Plan Audit Controls
The IRS is focusing on internal control in auditing as the basis for determining the scope of the employee benefit plan audit.
Employee Stock Ownership Plan (ESOP) Resources
An ESOP offers a pathway for business owners seeking a tax-advantaged exit strategy while empowering employees through ownership. From navigating the regulatory requirements to understanding the tax implications and fiduciary responsibilities, our team provides the insights and support necessary for a successful ESOP implementation and ongoing management.
Best Practices for Structuring an ESOP-Owned Company
Fiduciary Responsibilities – What Every Employee-Owner Should Know
Being part of an ESOP means being part of something bigger—but it also requires understanding how fiduciary responsibility protects the plan and its participants.
Understanding ESOP Governance Fundamentals: Roles, Oversight, and Accountability
The ESOP Participant’s Guide to ESOP Funding Rules
ESOP funding options – self-funding, ESOP loans, or business loans – can help companies establish plans that benefit employees fairly and efficiently.
Starting an ESOP? Do These Three Things First
Before starting an ESOP, assess employee ambitions, foster an ownership culture, and conduct a feasibility study to ensure long-term success.
Answers to Common Questions About ESOPs
ESOPs offer employees ownership, aid succession planning, and align company goals, but they come with complexities, costs, and cash flow considerations.
ESOP vs. Non-ESOP Companies: What’s the Difference?
ESOP companies offer employee ownership, tax benefits, and succession solutions, while non-ESOP companies lack these structures and requirements.
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Strengthening Internal Controls for Employee Benefit Plan Compliance
Managing a 401(k) plan requires diligent oversight to ensure compliance and accuracy. In this case study, Meaden & Moore collaborated with a plan sponsor to conduct a comprehensive audit, uncovering and correcting significant compliance issues.
Meet Our Experts
At Meaden & Moore, our people are our most vital asset, providing the strength behind our reputation, technical excellence, and top-notch quality service. Wherever your business operates, you can count on the leaders at Meaden & Moore to provide the comprehensive services you need.
