# Top 403(b) Plan Auditors
Source: https://planprovider.pro/auditors/403b?page=29

> Find experienced 403(b) plan auditors for nonprofit and education sector plans.

Find experienced 403(b) plan auditors for nonprofit and education sector plans.

Browse 934 providers in this category.

## Provider ranking

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### [McIntee Fusaro Del Corral, LLC](https://planprovider.pro/provider/mcintee-fusaro-del-corral-llc)

Employee Benefit Plan Auditor

Fairfield, NJ

**Credentials:** Plan Audit Quality Center (EBPAQC) • AICPA Member

**Company:** Est. 2012

[View Profile](https://planprovider.pro/provider/mcintee-fusaro-del-corral-llc)

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### [McLean, Koehler, Sparks & Hammond](https://planprovider.pro/provider/mclean-koehler-sparks-and-hammond)

Employee Benefit Plan Auditor

Hunt Valley, MD

**Credentials:** Plan Audit Quality Center (EBPAQC) • AICPA Member

**Company:** Est. 1943

[View Profile](https://planprovider.pro/provider/mclean-koehler-sparks-and-hammond)

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### [McMillen & Company, PLLC](https://planprovider.pro/provider/mcmillen-and-company-pllc)

Employee Benefit Plan Auditor

Colorado Springs, CO

**Credentials:** Plan Audit Quality Center (EBPAQC) • AICPA Member

**Company:** Est. 2005

[View Profile](https://planprovider.pro/provider/mcmillen-and-company-pllc)

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### [McSweeney & Associates, APC](https://planprovider.pro/provider/mcsweeney-and-associates-apc)

Employee Benefit Plan Auditor

Grass Valley, CA

**Credentials:** Plan Audit Quality Center (EBPAQC) • AICPA Member

**Company:** Est. 1981

[View Profile](https://planprovider.pro/provider/mcsweeney-and-associates-apc)

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### [MDA Professional Group, P.C.](https://planprovider.pro/provider/mda-professional-group-pc)

Employee Benefit Plan Auditor

Huntsville, AL

**Credentials:** Plan Audit Quality Center (EBPAQC) • AICPA Member

**Company:** Est. 2012

[View Profile](https://planprovider.pro/provider/mda-professional-group-pc)

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### [Meadows Urquhart Acree & Cook LLP](https://planprovider.pro/provider/meadows-urquhart-acree-and-cook-llp)

Employee Benefit Plan Auditor

Henrico, VA

**Credentials:** Plan Audit Quality Center (EBPAQC) • AICPA Member

**Company:** Est. 2008

[View Profile](https://planprovider.pro/provider/meadows-urquhart-acree-and-cook-llp)

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### [Meisel, Tuteur & Lewis, P. C.](https://planprovider.pro/provider/meisel-tuteur-and-lewis-p-c)

Employee Benefit Plan Auditor

Roseland, NJ

**Credentials:** Plan Audit Quality Center (EBPAQC) • AICPA Member

**Company:** Est. 1947

[View Profile](https://planprovider.pro/provider/meisel-tuteur-and-lewis-p-c)

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### [Mersereau, Lazenby & Rockas, LLC](https://planprovider.pro/provider/mersereau-lazenby-and-rockas-llc)

Employee Benefit Plan Auditor

Suwanee, GA

**Credentials:** Plan Audit Quality Center (EBPAQC) • AICPA Member

**Company:** Est. 1986

[View Profile](https://planprovider.pro/provider/mersereau-lazenby-and-rockas-llc)

- 

### [Mesch, PLLC](https://planprovider.pro/provider/mesch-pllc)

Employee Benefit Plan Auditor

[View Profile](https://planprovider.pro/provider/mesch-pllc)

- 

### [Meyers Brothers Kalicka, PC](https://planprovider.pro/provider/meyers-brothers-kalicka-pc)

Employee Benefit Plan Auditor

Longmeadow, MA

**Credentials:** Plan Audit Quality Center (EBPAQC) • AICPA Member

**Company:** Est. 2012

[View Profile](https://planprovider.pro/provider/meyers-brothers-kalicka-pc)

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### [MGS LLP](https://planprovider.pro/provider/mgs-llp)

Employee Benefit Plan Auditor

Wayne, PA

**Credentials:** Plan Audit Quality Center (EBPAQC) • AICPA Member

**Company:** Est. 2009

[View Profile](https://planprovider.pro/provider/mgs-llp)

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### [MHCS P.C.](https://planprovider.pro/provider/mhcs-pc)

Employee Benefit Plan Auditor

[View Profile](https://planprovider.pro/provider/mhcs-pc)

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### [Michael Rosen & Company](https://planprovider.pro/provider/michael-rosen-and-company)

Employee Benefit Plan Auditor

Jenkintown, PA

**Credentials:** Plan Audit Quality Center (EBPAQC) • AICPA Member

**Company:** Est. 2012

[View Profile](https://planprovider.pro/provider/michael-rosen-and-company)

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### [Miller Grossbard Advisors, LLP](https://planprovider.pro/provider/miller-grossbard-advisors-llp)

Employee Benefit Plan Auditor

Houston, TX

**Credentials:** Plan Audit Quality Center (EBPAQC) • AICPA Member

**Company:** Est. 2013

[View Profile](https://planprovider.pro/provider/miller-grossbard-advisors-llp)

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### [Miller, Welle, Heiser & Co., Ltd.](https://planprovider.pro/provider/miller-welle-heiser-and-co-ltd)

Employee Benefit Plan Auditor

Saint Cloud, MN

**Credentials:** Plan Audit Quality Center (EBPAQC) • AICPA Member

**Company:** Est. 1977 • 25 employees

[View Profile](https://planprovider.pro/provider/miller-welle-heiser-and-co-ltd)

- 

### [Mize CPAs Inc.](https://planprovider.pro/provider/mize-cpas-inc)

Employee Benefit Plan Auditor

Topeka, KS

**Credentials:** Plan Audit Quality Center (EBPAQC) • AICPA Member

**Company:** Est. 2012

[View Profile](https://planprovider.pro/provider/mize-cpas-inc)

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### [MMQ & Associates, P.C.](https://planprovider.pro/provider/mmq-and-associates-pc)

Employee Benefit Plan Auditor

Scranton, PA

**Credentials:** Plan Audit Quality Center (EBPAQC) • AICPA Member

**Company:** Est. 1966

[View Profile](https://planprovider.pro/provider/mmq-and-associates-pc)

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### [MN Blum LLC](https://planprovider.pro/provider/mn-blum-llc)

Employee Benefit Plan Auditor

Rockville, MD

**Credentials:** Plan Audit Quality Center (EBPAQC) • AICPA Member

**Company:** Est. 2017

[View Profile](https://planprovider.pro/provider/mn-blum-llc)

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### [Monroe Shine & Co., Inc.](https://planprovider.pro/provider/monroe-shine-and-co-inc)

Employee Benefit Plan Auditor

New Albany, IN

**Credentials:** Plan Audit Quality Center (EBPAQC) • AICPA Member

**Company:** Est. 2012

[View Profile](https://planprovider.pro/provider/monroe-shine-and-co-inc)

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### [Moore Colson & Company, P.C.](https://planprovider.pro/provider/moore-colson-and-company-pc)

Employee Benefit Plan Auditor

[View Profile](https://planprovider.pro/provider/moore-colson-and-company-pc)

- 

### [Moore, Reichl & Baker, PC](https://planprovider.pro/provider/moore-reichl-and-baker-pc)

Employee Benefit Plan Auditor

Houston, TX

**Credentials:** Plan Audit Quality Center (EBPAQC) • AICPA Member

**Company:** Est. 2012

[View Profile](https://planprovider.pro/provider/moore-reichl-and-baker-pc)

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### [Morison Cogen LLP](https://planprovider.pro/provider/morison-cogen-llp)

Employee Benefit Plan Auditor

Bala Cynwyd, PA

**Credentials:** Plan Audit Quality Center (EBPAQC) • AICPA Member

**Company:** Est. 2012 • 34 employees

[View Profile](https://planprovider.pro/provider/morison-cogen-llp)

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### [Morrison & Smith, LLP](https://planprovider.pro/provider/morrison-and-smith-llp)

Employee Benefit Plan Auditor

Tuscaloosa, AL

**Credentials:** Plan Audit Quality Center (EBPAQC) • AICPA Member

**Company:** Est. 2012

[View Profile](https://planprovider.pro/provider/morrison-and-smith-llp)

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### [Moss & Yantis CPA PA](https://planprovider.pro/provider/moss-and-yantis-cpa-pa)

Employee Benefit Plan Auditor

Mount Pleasant, SC

**Credentials:** Plan Audit Quality Center (EBPAQC) • AICPA Member

**Company:** Est. 2015

[View Profile](https://planprovider.pro/provider/moss-and-yantis-cpa-pa)

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### [Mowery & Schoenfeld LLC](https://planprovider.pro/provider/mowery-and-schoenfeld-llc)

Employee Benefit Plan Auditor

Lincolnshire, IL

**Credentials:** Plan Audit Quality Center (EBPAQC) • AICPA Member

**Company:** Est. 1996 • 104 employees

[View Profile](https://planprovider.pro/provider/mowery-and-schoenfeld-llc)

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# Finding the Right 403(b) Auditor for Your Retirement Plan

If you sponsor a 403(b) retirement plan, ensuring compliance and accuracy is critical. A qualified **403b auditor** plays a key role in protecting the plan's participants and meeting regulatory requirements set by the Department of Labor (DOL) and the Internal Revenue Service (IRS).

Retirement plans for tax-exempt organizations, such as schools, hospitals, and non-profits, must adhere to complex rules regarding their plan documents, operations, and financial reporting. When your plan reaches a certain size (typically 100 or more participants), an annual independent audit performed by an experienced **403b auditor** is often mandatory. This audit verifies the financial statements and ensures that the plan operates in accordance with the plan document and IRS/DOL regulations.

## What Does a 403(b) Audit Cover?

Working with an auditor who specializes in employee benefit plans, particularly 403(b) plans, is essential. The auditing procedures focus on several critical areas:

- **Plan Document Compliance:** The auditor verifies that the written plan document satisfies all 403(b) requirements and was timely adopted. Inconsistencies between the plan document and employee handbook should be identified and resolved.

- **Review of Plan Operations:** This includes checking internal controls, ensuring proper administration, and verifying that the plan's operations align with the written document and tax code.

- **Financial Statement Accuracy:** Auditors apply procedures to ensure that the beginning balance of net assets available for benefits is materially correct, which impacts the current year's statement of changes in net assets available for benefits.

- **Regulatory Guidance:** A qualified **403b auditor** provides guidance on IRS and DOL compliance requirements and assists with Form 5500 filing.

## Best Practices for 403(b) Plan Sponsors

While the auditor confirms compliance, plan sponsors have fiduciary oversight responsibilities. Key governance areas include:

- Maintaining a robust governance structure.

- Regularly reviewing investment lineup and fund options.

- Ensuring fee transparency and reasonableness.

- Properly managing record-keeping.

Choosing a firm with deep experience in auditing 403(b) plans is a best practice. Firms that audit various employee benefit plans, including defined contribution, 401(k), and 403(b) plans, often possess the specialized knowledge required to perform a thorough and accurate audit. Look for firms that offer actionable recommendations for improvement and clear communication throughout the process.

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