Employee Benefit Plan (EBP) Auditor Selection Checklist

Choose the Right EBP Auditor With Confidence 

Selecting the right Employee Benefit Plan auditor is a critical fiduciary decision. Our EBP Auditor Selection Checklist helps plan sponsors ask the right questions and identify an auditor who understands ERISA requirements, plan operations, and participant protection.

What This Checklist Helps You Evaluate

In just a few minutes, this checklist helps you assess whether an auditor:

• Specializes in Employee Benefit Plan audits
• Understands your specific plan type (401(k), 403(b), and more)
• Meets AICPA and Department of Labor expectations
• Uses secure technology to protect sensitive plan data
• Provides proactive guidance and clear communication
• Coordinates effectively with TPAs and service providers

Protect Your Plan. Support Your Participants.

An experienced EBP auditor does more than check a compliance box. The right partner helps identify issues early, reduces risk, and supports your fiduciary responsibilities with clarity and care.

Sensiba’s EBP practice has completed hundreds of Employee Benefit Plan audits. We bring deep technical expertise, proactive communication, and a collaborative approach designed to make your audit smoother and more predictable.