Employee Benefit Plan Audit
Employee Benefit Plan Audit Expertise
Employee benefit plans are a critical part of attracting and retaining talent — but they also come with complex regulatory responsibilities. As a plan sponsor, you are required to safeguard plan assets, comply with IRS and Department of Labor (DOL) regulations, and submit accurate reporting. A high-quality audit not only fulfills your fiduciary duty but also strengthens the integrity of your plan and protects its participants.
At JCox CPAs & Advisors, P.C., we have a dedicated team of professionals with deep experience in auditing a wide variety of employee benefit plans. Our goal is to deliver audits that go beyond compliance by providing clarity, transparency, and confidence for both plan administrators and participants.
What We Audit
Our experience covers a full spectrum of plans, including:
401(k) and 403(b) retirement plans
Profit-sharing arrangements
Defined benefit pension plans
Multiemployer and multiple-employer plans
Employee stock ownership plans (ESOPs and KSOPs)
Health and welfare benefit plans
We also provide guidance and support for the preparation and filing of IRS Form 5500, ensuring your plan remains fully compliant and audit-ready.
Why Choose JCox CPAs & Advisors, P.C.?
Specialized Knowledge – Our auditors are highly trained in ERISA and DOL requirements, bringing technical expertise that minimizes compliance risk.
Tailored Approach – Every audit is customized to the specific features of your plan, ensuring efficient, targeted testing and clear reporting.
Commitment to Quality – We invest in ongoing professional education and align with industry best practices to provide the highest level of service.
Direct Partner Involvement – Our clients benefit from consistent communication and direct access to senior professionals throughout the audit process.
By choosing JCox CPAs & Advisors, P.C., you can be confident that your employee benefit plan audit is handled with the precision, integrity, and insight required to meet fiduciary responsibilities and regulatory standards — while giving your employees assurance that their benefits are secure.
