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)
    • Workforce Insights Navigator (WIN) Lab
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    • External Audit
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    • Not-for-Profit (NFP) Audit
    • Internal Audit
    • Technical Accounting
    • Accounting Advisory
    • IT Audit
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AREAS OF EXPERTISE

Employee Benefit Plan
(EBP) Audits

Transform your EBP audit practice into a successful vertical in your firm's strategy

Employee Benefit Plan (EBP) audits are under increasing pressure. Firms are balancing rising quality expectations, specialized talent shortages, compressed filing timelines, and growing demands for efficiency and profitability.

Leading firms are responding differently. They're transforming EBP from a compliance requirement into a strategic growth area built on the right combination of people, process, and technology.

Makosi's EBP Center of Excellence (COE) provides a stronger delivery model designed to help firms improve audit quality, scale with confidence, and strengthen profitability without increasing operational complexity.

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Areas of Expertise

Why Firms Choose Makosi's COE for EBP Audits

A stronger delivery model built around experienced people, standardized processes, and smarter technology.
Designed to help firms improve audit quality, reduce delivery friction, and scale EBP work with greater confidence.

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People

A Specialized Team With
Deep EBP Expertise

Our EBP specialists focus exclusively on Employee Benefit Plan audits, bringing deep subject matter expertise and dedicated focus to every engagement. The right skills are aligned to the right components of the audit process, helping firms navigate technical complexities and client challenges with confidence.

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Process

Standardized Process &
Structured Delivery

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 technology stack combines proprietary tools with leading audit software to streamline workflows, automate workpaper completion, and provide real-time visibility into engagement status. All work is delivered within a secure, ISO 27001-certified environment.

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

The earlier you file, the more you save.

Build a Stronger EBP Practice Through People, Process, and Technology Talk to Us

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Grow Your EBP Practice

Take on more EBP audits with confidence, supported by a scalable delivery model designed to support growth.

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Strengthen Quality & Consistency

Specialized EBP expertise, standardized processes, and technology-enabled delivery support more consistent audit outcomes.

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Unlock Workforce Flexibility

Refocus experienced team members on client relationships, business development, training, and higher-value opportunities.


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Improve Profitability

Strengthen margins through a predictable delivery model that reduces inefficiencies and provides greater certainty across your EBP practice.


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 Auditing Standards (GAAS)
  • Comply with US Generally Accepted Accounting Principles (GAAP)
  • Align with Department of Labor (DOL) rules and regulations under ERISA

Makosi powers the operational engine behind your EBP practice, allowing your team to focus on review, judgment, and client relationships.

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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

Technology-Enabled EBP Delivery

Makosi's EBP Center of Excellence is technology agnostic, combining proprietary solutions with industry-leading
audit platforms to improve workflow visibility, automate repetitive tasks, and strengthen delivery consistency.

Our blended technology stack supports:

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Workflow management and project tracking

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Audit platform
integration

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Automation and productivity tools

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Document handling and collaboration

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Live engagement reporting and visibility

DON'T JUST TAKE OUR WORD FOR IT

What Our Customers Say

Great team, especially love working with Rene and Dalon.

Boyum & Barenscheer llp

Team has been great. Communication from Rene is efficient and keeps us all on track. Ajai's knowledge and experience also shows through. Great experience so far as evidenced by initially trialing 2 EBPs to now us having increased to potentially 8 at this time.

Kahn Litwin Renza & Co

I've been very pleased with the team members assigned to the EBP audits over the past year, especially Chantel and Randall. Rene has also been a great addition. I look forward to building the relationship and client base with Makosi.

CSC&H Group Inc.

It's been great working with your team.

Boyum & Barenscheer llp

Very satisfied with these plans.

GRF

HOW WE HELP YOU HELP YOUR CLIENTS

Your EBP Support Team

Our EBP Center of Excellence is led by experienced professionals
with decades of Employee Benefit Plan audit expertise.

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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William Hinsdale

William Hinsdale

Senior Manager EBP COE
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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.

William Hinsdale

William Hinsdale

Senior Manager EBP COE

William is a certified public accountant in the USA in both Nevada and Utah and with over 15 years of experience at small local, top 100, and top 20 CPA firms. He currently specializes entirely in employee benefit plans, including audits and other client services. He has executed large, complex employee benefit plan audits including large 11-K audits and has led the employe benefit plan practice group for a firm with over 130 benefit plan audits. He received both Bachelor's and Master's degrees in accounting from University of Nevada Las Vegas. He is also a CGMA and CFE, with years of experience in litigation, fraud, and forensic accounting projects. He brings sharp technology skills and an analytical mind to help build employee benefit plan practices.

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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Makosi Insights

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How GRF Grew Its EBP Practice by 32% with Makosi

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  • Case Study

How Makosi Helped a U.S. Firm Tackle EBP Audit Complexity

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