Solutions for Employee Benefit Plan Audits
Complete EBP audits faster as AI agents extract, validate, and reconcile participant, payroll, investment, and trust data.
Specialized agents for every audit
Accelerate EBP audits with agents executing participant, payroll, investment, and trust testing.
Handle higher volume
Perform more EBP audits across plans of all sizes without growing your team or overtime.
Every phase of the EBP engagement, guided
Guided ERISA audit workflows from planning through report issuance.
Win more EBP clients
Deliver a clear, collaborative engagement experience that keeps plan sponsors coming back.
How EBP audits run on Fieldguide
Participant Testing
Agents trace contributions, eligibility, and vesting data across payroll and plan documents automatically, ensuring accuracy.
Plan Document Management
Centralize plan documents, amendments, and participant records within a secure, organized repository for every engagement.
Contribution and Compliance Testing
Automate contribution limit testing and flag discrepancies across payroll and custodial data automatically, in real time.
Form 5500 Support
Streamline Form 5500 audit workflows with integrated documentation, task management, and engagement tracking to help clients stay on schedule.
Field Agents execute across the EBP engagement
Field Planner
Plan documents, census data, and prior-year workpapers feed straight into a tailored EBP engagement plan, ready for review in minutes.
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Field Auditor
Participant eligibility, contributions, and vesting get tested automatically, from the first client request through the completed workpaper.
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Field Reviewer
Instead of scanning every testing file by hand, practitioners see only the plans with real exceptions or open judgment calls.
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Field Financials
Form 5500 schedules and plan financial statements draft themselves from the trial balance and participant data, complete and ready for review.
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Field Orchestrator
One conversation is enough to check status, reassign work, or escalate an issue anywhere across the EBP engagement.
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What practitioners are saying
“We supported more clients in the same amount of time, and it didn't feel any different from any other busy season.”
Nathan Hartgraves
Managing Partner
More EBP plans, at the headcount you already have. See how Field Agents handle testing volume at scale.
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