How Makosi Helped a U.S. Firm Tackle EBP Audit Complexity

Discover how Makosi turned technical EBP audit challenges into confident execution for a U.S. accounting firm. On-time delivery, reduced risk, and scalable results.

One of our U.S. accounting clients came to Makosi this season with a full Employee Benefit Plan (EBP) audit workload. Most audits moved forward without issue. But two plans, one 401(a) and one 403(b), presented significant technical challenges that exceeded the team’s internal capacity.

New ERISA audit requirements, effective July 2023, had introduced uncertainty around audit scope. With substantial pre-ERISA activity on both plans, the approach to testing historical transactions and opening balances wasn’t clear.

The firm needed clarity, fast. They turned to Makosi.

The Makosi Response

The complexity was escalated directly to our Global EBP Practice Lead, a former national managing partner with more than 35 years of experience in EBP audit services.

With no added fees, no wasted time, and no margin impact, Makosi helped the client move from uncertainty to execution.

Year Over Year Efficiency

This was not an isolated win. Makosi clients running EBP audits year after year continue to see measurable improvements.

One long-standing firm scaled from 10 to 63 EBP plans with Makosi while increasing realization by 15 percent and improving profit margins across the board.

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