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EBP audit deficiencies found by DOL

Jun 25, 2026 · 168.4 KB Download

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The DOL's May 2015 Employee Benefits Security Administration (EBSA) report, Assessing the Quality of Employee Benefit Plan Audits highlighted several areas where audits frequently fell short of the required standards. These "Unacceptable, Major" findings include issues related to:

  • Investments

  • Notes receivable

  • Contributions received and receivable

  • Participant data, including individual participant accounts

  • Plan obligations

  • Parties in interest/prohibited transactions

  • Plan tax status

  • Commitments and contingencies

  • Administrative expenses and subsequent events

  • Plan mergers and terminating plans

  • Plan representations

  • Compliance with GAAS and GAAP

Download the EBP audit deficiencies found by DOL

File name: dol-study-unacceptable-major-audit-deficiencies.pdf

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