# Top 403(b) Plan Auditors
Source: https://planprovider.pro/auditors/403b?page=9

> 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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### [Johnson, Stone & Pagano, P.S.](https://planprovider.pro/provider/johnson-stone-and-pagano-ps)

Employee Benefit Plan Auditor

Fircrest, WA

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

**Stats:** 2 plans audited • $9M under management

**Company:** Est. 1982

[View Profile](https://planprovider.pro/provider/johnson-stone-and-pagano-ps)

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### [Jones & Roth, P.C.](https://planprovider.pro/provider/jones-and-roth-pc)

Employee Benefit Plan Auditor

Eugene, OR

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

**Stats:** 2 plans audited • $20M under management

**Company:** Est. 1946

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

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### [KBF CPAS LLP](https://planprovider.pro/provider/kbf-cpas-llp)

Employee Benefit Plan Auditor

Vancouver, WA

**Stats:** 2 plans audited • $987M under management

**Company:** Est. 2017

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

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### [Kelley Galloway Smith Goolsby, PSC](https://planprovider.pro/provider/kelley-galloway-smith-goolsby-psc)

Employee Benefit Plan Auditor

Ashland, KY

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

**Stats:** 2 plans audited • $43M under management

**Company:** Est. 2008

[View Profile](https://planprovider.pro/provider/kelley-galloway-smith-goolsby-psc)

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### [Kemper CPA Group LLP](https://planprovider.pro/provider/kemper-cpa-group-llp)

Employee Benefit Plan Auditor

Greenfield, IN

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

**Stats:** 2 plans audited • $2M under management

**Company:** Est. 1958

[View Profile](https://planprovider.pro/provider/kemper-cpa-group-llp)

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### [Kohanski & Company, PC](https://planprovider.pro/provider/kohanski-and-company-pc)

Employee Benefit Plan Auditor

Scranton, PA

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

**Stats:** 2 plans audited • $42M under management

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

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### [KPM CPAS, PC](https://planprovider.pro/provider/kpm-cpas-pc)

Employee Benefit Plan Auditor

Springfield, MO

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

**Stats:** 2 plans audited • $97M under management

**Company:** Est. 1966

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

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### [Kronick Kalada Berdy & Co. P.C.](https://planprovider.pro/provider/kronick-kalada-berdy-and-co-pc)

Employee Benefit Plan Auditor

Wilkes-Barre, PA

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

**Stats:** 2 plans audited • $56M under management

**Company:** Est. 1987 • 39 employees

[View Profile](https://planprovider.pro/provider/kronick-kalada-berdy-and-co-pc)

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### [Lauren Corey Consulting, LLC](https://planprovider.pro/provider/lauren-corey-consulting-llc)

Employee Benefit Plan Auditor

Portland, ME

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

**Stats:** 2 plans audited • $52M under management

**Company:** Est. 2015

[View Profile](https://planprovider.pro/provider/lauren-corey-consulting-llc)

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### [Leone, McDonnell & Roberts, PA](https://planprovider.pro/provider/leone-mcdonnell-and-roberts-pa)

Employee Benefit Plan Auditor

Dover, NJ

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

**Stats:** 2 plans audited • $8M under management

**Company:** Est. 1973

[View Profile](https://planprovider.pro/provider/leone-mcdonnell-and-roberts-pa)

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### [Louis Plung & Company LLP](https://planprovider.pro/provider/louis-plung-and-company-llp)

Employee Benefit Plan Auditor

Pittsburgh, PA

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

**Stats:** 2 plans audited • $31M under management

**Company:** Est. 1921 • 69 employees

[View Profile](https://planprovider.pro/provider/louis-plung-and-company-llp)

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### [Maxwell Locke & Ritter LLP](https://planprovider.pro/provider/maxwell-locke-and-ritter-llp)

Employee Benefit Plan Auditor

Austin, TX

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

**Stats:** 2 plans audited • $117M under management

**Company:** Est. 1991

[View Profile](https://planprovider.pro/provider/maxwell-locke-and-ritter-llp)

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### [Meaden & Moore Ltd](https://planprovider.pro/provider/meaden-and-moore-ltd)

Employee Benefit Plan Auditor

Cleveland, OH

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

**Stats:** 2 plans audited • $252M under management

**Company:** Est. 1919

[View Profile](https://planprovider.pro/provider/meaden-and-moore-ltd)

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### [Melissa G. Critcher, CPA, PC](https://planprovider.pro/provider/melissa-g-critcher-cpa-pc)

Employee Benefit Plan Auditor

Waxhaw, NC

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

**Stats:** 2 plans audited • $6M under management

**Company:** Est. 2014

[View Profile](https://planprovider.pro/provider/melissa-g-critcher-cpa-pc)

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### [Metz CPA PLLC](https://planprovider.pro/provider/metz-cpa-pllc)

Employee Benefit Plan Auditor

Phoenix, AZ

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

**Stats:** 2 plans audited • $26M under management

**Company:** Est. 1992

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

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### [Michael L. Anderson & Associates](https://planprovider.pro/provider/michael-l-anderson-and-associates)

Employee Benefit Plan Auditor

Alexandria, MN

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

**Stats:** 2 plans audited • $46M under management

**Company:** Est. 1994

[View Profile](https://planprovider.pro/provider/michael-l-anderson-and-associates)

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### [Miller, Cooper & Co., Ltd.](https://planprovider.pro/provider/miller-cooper-and-co-ltd)

Employee Benefit Plan Auditor

Deerfield, IL

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

**Stats:** 2 plans audited • $22M under management

**Company:** Est. 1919 • 466 employees

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

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### [MPCompany LLP](https://planprovider.pro/provider/mpcompany-llp)

Employee Benefit Plan Auditor • Verified

Raleigh, NC

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

**Stats:** 2 plans audited • $7M under management

**Company:** Est. 2012

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

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### [Olsen Thielen & Co., Ltd.](https://planprovider.pro/provider/olsen-thielen-and-co-ltd)

Employee Benefit Plan Auditor

Roseville, MN

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

**Stats:** 2 plans audited • $184M under management

**Company:** Est. 2012

[View Profile](https://planprovider.pro/provider/olsen-thielen-and-co-ltd)

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### [Ostrow Reisin Berk & Abrams, Ltd.](https://planprovider.pro/provider/ostrow-reisin-berk-and-abrams-ltd)

Employee Benefit Plan Auditor

Chicago, IL

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

**Stats:** 2 plans audited • $9M under management

**Company:** Est. 2012

[View Profile](https://planprovider.pro/provider/ostrow-reisin-berk-and-abrams-ltd)

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### [Packer Thomas](https://planprovider.pro/provider/packer-thomas)

Employee Benefit Plan Auditor

Canfield, OH

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

**Stats:** 2 plans audited • $15M under management

**Company:** Est. 1923 • 70 employees

[View Profile](https://planprovider.pro/provider/packer-thomas)

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### [Perkins & Company, PC](https://planprovider.pro/provider/perkins-and-company-pc)

Employee Benefit Plan Auditor

Portland, OR

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

**Stats:** 2 plans audited • $76M under management

**Company:** Est. 1986 • 180 employees

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

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### [Prager Metis Cpas, LLC](https://planprovider.pro/provider/prager-metis-cpas-llc)

Employee Benefit Plan Auditor

New York, NY

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

**Stats:** 2 plans audited • $118M under management

**Company:** Est. 2013 • 600 employees

[View Profile](https://planprovider.pro/provider/prager-metis-cpas-llc)

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### [Rea & Associates Inc](https://planprovider.pro/provider/rea-and-associates-inc)

Employee Benefit Plan Auditor

New Philadelphia, OH

**Stats:** 2 plans audited • $20M under management

**Company:** Est. 1938

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

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### [REDW LLC](https://planprovider.pro/provider/redw-llc)

Employee Benefit Plan Auditor

Albuquerque, NM

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

**Stats:** 2 plans audited • $1.0B under management

**Company:** Est. 2012

[View Profile](https://planprovider.pro/provider/redw-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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