Top Tips for Preparing for an Employee Benefit Plan IRS Audit

ARTICLE | October 16, 2025

An IRS audit can feel like a daunting experience, especially when it involves the intricacies of an employee benefit plan. These plans often contain detailed provisions related to eligibility, contributions, and distributions, and ensuring that every last detail complies with federal regulations can make the process seem overwhelming. However, with the right preparation and knowledge of what the IRS expects, an audit can be a smooth and even educational experience. Thorough recordkeeping, timely filings, and consistent plan reviews go a long way in building a strong foundation for compliance. Although various events may prompt the IRS to take a closer look, understanding the standard audit procedure can help you navigate this process confidently.

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