Employee Benefit Plans
Employee benefit plan services represent a significant service line for our firm. We perform audits for more than 230 employee benefit plans each year, and we have a dedicated group of professionals who serve clients solely in this space.
As members of the AICPA Employee Benefit Plan Audit Quality Center (EBPAQC), we are well versed in audit requirements and governmental regulations, and we are committed to performing an effective and high-quality audit for each plan we serve. We also recognize the importance of your time, and by serving you with decades of experience and a team of knowledgeable professionals, your employee benefit plan audit experience with Blue will be fluent and efficient.
Regardless of the size, type, or filing requirements of the plan, we approach each audit with a focus on customer service and quality. Our firm size is large enough that it allows us a wide expanse of resources, yet small enough that we offer personal service and competitive fee quotes.
Questions? Contact Our Experts
Debbie Herbert, CPA
Director
dherbert@blueandco.com
812.405.1733
Who We Serve
- Defined contribution plans, including 401(k), 403(b), MPP & ESOP plans
- Defined benefit plans
- Health & welfare plans
- Multiple-employer plans
- Plans subject to 11-K filing requirements
- Plans electing ERISA 103(a)(3)(C) scope
- Plans requiring full scope audit procedures
Employee Benefit Plan Services
- Tax filings (including Forms 990-T, 5500, 8955-SSA, and 5330)
- Preparation of application for IRS and DOL correction programs
- Plan design, consulting, and compliance services through our affiliate, Blue Benefits Consulting, Inc.
Benefit Briefs ArticlesView All Thought Leadership
February 02, 2024
By Holly Fields, CPA, Senior Manager at Blue & Co. For 2024, the Internal Revenue Service (IRS) increased plan limitations to reflect cost of living adjustments. Below are some of […]
March 03, 2023
Recent changes by the U.S. Department of Labor to the Form 5500, Form 5500-SF, and related instructions will impact future audit requirements for employee benefit plans. Understanding the Plan Audit […]
February 13, 2023
Although all benefit plan audits involve complexities, a first-year audit can seem especially daunting. With decades of experience serving employee benefit plans, Blue & Co. works as a team with […]
Connect with our team.
To learn more about our services and areas of expertise, send us a message.
Pass along to the accounting students in your life!![]()
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Freshmen, sophomores, and juniors studying accounting, Blue & Co.'s Jumpstart Summer Leadership Program is your opportunity to learn about the different career paths available, meet Blue leaders, network with your peers, and so much more.![]()
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This expenses paid program will take place in Cincinnati, OH, June 24th & 25th.![]()
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To learn more and apply, head over to hubs.la/Q02XvrLT0!
Blue & Co., LLC, a top-60 accounting and advisory firm based in Carmel, IN is expanding into Detroit, MI. Effective November 1, 2024, Mellen, Smith, and Pivoz, PLC (MS&P) will join the firm and become the first geographic expansion into the Detroit, Michigan market. ![]()
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“We are excited to announce that MS&P will be joining Blue & Co.,” said Brad Shaw, managing director of Blue & Co., “Expanding into a new market like Michigan is a pivotal step for our firm. The combination of Blue and MS&P represents a union of two like-minded firms that shares the same core values and commitment to strategic growth, client service and a people-centric culture. We are excited to get started and are confident that our combined resources will drive significant value and success for both our clients and our people.”![]()
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Blue & Co. will be adding more than 20 employees from MS&P with expertise in federal, state, and multinational tax planning and compliance, business valuation, and consulting services. ![]()
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To read the full announcement, please visit our website at hubs.la/Q02WCK8-0.
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