In the specialized field of Employee Benefit Plan (EBP) audits, the sheer volume of work a firm performs is one of the most reliable indicators of its expertise.
Based on 2025 data compiled by ERISApedia.com, Calvetti Ferguson ranks in the top 4% of firms auditing employee benefit plans in the United States. With over 100 EBP audits completed this year, our firm is positioned among the largest and most active practitioners in the country.
Why Audit Volume Matters to Your Plan
This ranking is more than just a statistic; it is a marker of audit quality. The U.S. Department of Labor (DOL) has identified a direct correlation between the number of plans a firm audits and the overall quality of those audits.
The logic is straightforward: firms that frequently perform these audits are better equipped to handle the complexities of ERISA (Employee Retirement Income Security Act) regulations. The American Institute of Certified Public Accountants (AICPA) further supports this, noting that firms specializing in EBP audits—and assigning dedicated partners and staff to them—perform significantly better than firms that treat these audits as occasional projects.
A Specialized Practice for a Complex Regulatory Environment
Calvetti Ferguson has invested in a dedicated employee benefit plan practice to ensure our clients receive the highest level of technical precision. Led by partner Natasha Erskine, the team focuses exclusively on EBP audits, allowing them to master the intricacies that “generalist” firms might miss.
Our membership in the AICPA Employee Benefit Plan Audit Quality Center reinforces our commitment to quality. This requires our professionals to:
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Engage in continuous, specialized education.
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Stay ahead of evolving regulatory and industry shifts.
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Implement new audit and accounting changes well in advance of their mandatory implementation.
“It is crucial to work with an accounting firm with a dedicated team to ensure all appropriate procedures are being performed efficiently and effectively,” says Natasha Erskine, EBP Partner. “Our team helps clients navigate complex rules and increasing scrutiny from the DOL and IRS, identifying compliance issues before they arise.”
Experience Across All Plan Types
Because we audit at such a high volume, our team possesses deep experience across a wide range of plan structures, including:
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401(k) and 403(b) Plans
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Defined Benefit Pension Plans
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Health and Welfare Plans
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Employee Stock Ownership Plans (ESOPs)
By choosing a firm that ranks in the top 4% by volume, you are partnering with a team that has the scale, experience, and specialized focus necessary to protect your plan’s compliance.
Contact Our Team
We partner with companies, private equity firms, and family offices to provide bespoke solutions to address their complex accounting, tax, and advisory needs. Complete the form below, and a team member will contact you within one business day to discuss your specific needs.