Areas of Expertise: Employee Benefit Plan Audit - Makosi
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Makosi Makosi
  • Solutions
    • HOW WE HELP YOU HELP YOUR CLIENTS

    • Variable Workforce Solutions
    • Global Resource Centers (GRC)
    • Centers of Excellence (COE)
    • Makosi Strategy & Solutions
    • Family First Career Support
    • Areas of Expertise

    • External Audit
    • Transaction Advisory Services
    • Employee Benefit Plans
    • Not-for-Profit (NFP) Audit
    • Internal Audit
    • Technical Accounting
    • Accounting Advisory
    • IT Audit
  • Why Makosi
    • THE MAKOSI DIFFERENCE

    • Quality
    • Value
    • Agility
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AREAS OF EXPERTISE

Employee Benefit Plan
(EBP) Audits

Transform your EBP audit practice into a profitable growth engine

EBP audits don't have to be a drain on time, talent, and profitability. Makosi's fixed-fee model eliminates cost overruns, providing savings of $7K-$12K per plan while optimizing margins and improving audit quality. Our scalable, technology-driven approach leverages automation, advanced methodologies, and industry-leading processes to keep firms ahead of the curve.

By continuously investing in innovation and best-in-class tools, we empower firms to efficiently manage EBP audit workloads without straining internal teams or making big uncertain technology investments - enhancing both profitability and audit excellence.

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Areas of Expertise

Why Firms Choose Makosi for EBP Audits

Combining industry-leading technology, methodology & processes with our specialized
skilled EBP talent — creating unmatched efficiencies, you'll benefit from:

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People

A Specialized Team With Deep EBP
Expertise

With the Makosi EBP COE you get a specialized EBP team with deep EBP expertise.

Our EBP experts focus exclusively on EBP audits, ensuring the right skills are aligned to the right components of the EBP audit process. They navigate common client issues and technical complications with ease.

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Process

Proprietary Process & Standardized
Approach

We optimize planning with structured timelines, centralized communication, and streamlined project management, meaning firms can start and complete audits earlier.

Our standardized approach ensures efficiency, while we deliver fully executed workpaper sets, ready for final review.

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Technology

Industry-Leading Tech, Automation, & Data Security

Our blended tech stack integrates proprietary software and industry-leading tools to automate workpaper completion, streamline workflows, and provide real-time status dashboards. All data is managed in a secure, ISO 27001-certified environment for maximum data security.

Benefit from consistent profitability thanks to our proven fixed fee per plan model.

The earlier you file, the more you save.

Maximize Profitability & Strengthen Audit Quality with Makosi's EBP COE Talk to Us

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Achieve Higher Profitability

With a cost-effective fixed fee, save between $7k - $12k per plan, driving higher profit margins and providing you with more certainty in your practice.

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Grow Your Top Line

Stop turning away work. Take on more EBP audits without resource strain, while increasing your margins.

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Improve
Quality

Specialized EBP experts plus best-in-class processes & tech means higher accuracy, consistency, and compliance.


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Focus Your
Talent

Free up your FTEs for business development and high-margin work.


How it works:

Our service commitment delivers fully executed ERISA 103(a)(3)(c) EBP workpaper sets that:

  • Are ready for final review
  • Comply with US Generally Accepted Accounting Principles (GAAP) and the Department of Labor (DOL) rules and regulations

Makosi handles the 'heavy lifting', while empowering your teams to focus on evaluating the findings and making key audit determinations.

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Plan scoping & timelines

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Simple onboarding

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Audit execution

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Your final review and sign off

DON'T JUST TAKE OUR WORD FOR IT

What Our Clients Say

Makosi elevated us from hourly outsourcing to a strategic, long-term managed solutions service, boosting our efficiency.

Mark Wiseman

CPA, Partner - Brown Edwards

Makosi's process, handling 90% of the audit work, streamlined our reviews and ensured top-quality outcomes.

Lori Wagnon

CPA, Partner - Smith + Howard

The Makosi team was great to work with, extremely knowledgeable and professional.

Jeny Grupe

CPA, Partner - KDP

Makosi's team did a great job staying on top of the plans, keeping us up to date with progress and produced high quality audits with minimal review comments.

Michael Podesta

CPA, Partner - PP&Co

HOW WE HELP YOU HELP YOUR CLIENTS

Your EBP Support Team

Donna Massanova

Donna Massanova

Global EBP Leader
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Wayne Kaplan

Wayne Kaplan

Retired Office Managing Partner, Grant Thornton
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Seth Gordon

Seth Gordon

VP Operations & Advisory, Leadership
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John Frey

John Frey

Senior Manager EBP COE
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Simon Wheeler

Simon Wheeler

Operations Lead
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Ajai Murali

Ajai Murali

Senior Manager EBP COE
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Donna Massanova

Donna Massanova

Global EBP Leader

Donna is a seasoned public accounting leader with over 30 years of experience, having built and led one of the largest EBP audit practices as a partner at Baker Tilly. She has advised Fortune 500 and mid-market firms on fiduciary compliance, SEC 11-K filings, governance, and M&A strategy. As Chair of the firm's 401K Committee, she oversaw national compliance efforts. Recognized as one of the Most Influential Women in Benefit Advising, Donna now also serves on Makosi's Advisory Board, where she helps guide innovation in audit service delivery, risk, and workforce strategy.

Wayne Kaplan

Wayne Kaplan

Retired Office Managing Partner, Grant Thornton

After surviving a 30-year career in Public Accounting, Wayne has professionally pivoted to helping firms adopt, develop and execute a variable workforce strategy that is profitable, sustainable and flexible. Leveraging those 30 years of experience “on the other side of the desk”, Wayne is uniquely qualified to assisting clients in driving a high-performance culture that results in outstanding levels of client service excellence and full-time employee engagement and development.

Seth Gordon

Seth Gordon

VP Operations & Advisory, Leadership

Seth is a Chartered Accountant and former EY Audit Manager, with over four years of external and digital audit experience. With his varied industry experience gained on multinational audits in the manufacturing, real estate and technology sectors, Seth can thrive in high-pressure, deadline-driven environments, where he helps our audit teams successfully deliver on challenging and complex audits.

John Frey

John Frey

Senior Manager EBP COE

John is a CPA and seasoned audit leader with over 20 years of experience in financial reporting, risk management, and regulatory compliance. He's led ERISA, SEC, IFRS, and GAAP audits for major clients across public and private sectors. Known for his leadership and high standards, John helps firms raise audit accuracy, efficiency, and consistency, especially under pressure. At Makosi, he brings deep technical expertise and a relentless focus on quality to every EBP engagement.

Simon Wheeler

Simon Wheeler

Operations Lead

Simon is a qualified Chartered Accountant with over 5 years of external audit experience. His in depth knowledge of IFRS and US GAAP is driven from his extensive audit experience in the US and European markets across a broad range of industries including, Manufacturing, retail, general and commercial. Simon’s passion for creating, driving and maintaining long lasting client and team relationships allows him to collaborate and effectively manage diverse teams allowing them to unlock their full potential.

Ajai Murali

Ajai Murali

Senior Manager EBP COE

Ajai is a certified public accountant in the USA and a former senior manager with experience at Withum and Calibre CPA Group. He specializes entirely in employee benefit plans, including audits and other client services. He has executed large, complex employee benefit plan audits and brings that extensive experience to Makosi to deliver meaningful results to its clients. Ajai's main passion is teaching and building strong relationships among teams. He is fascinated by technology and gadgets and finding faster ways to do things. He holds an accounting degree from American University in Washington, DC.

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Transform your EBP audit practice

Ready to build your dream team? Reach out to Makosi today and let's start creating a tailored solution to meet your business needs.
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