Mitchell & Titus is a nationally recognized provider of services to employee benefit plan sponsors.

Employee Benefit Plans

In today’s complex regulatory environment, the administrative and financial operations of an employee benefit plan can be challenging.

Mitchell & Titus’ professionals can assist you with effectively navigating through complex environments and identifying best practices for your benefit plans. We are a nationally recognized provider of services to employee benefit plan sponsors, including Fortune 1000 companies, large commercial business, and not-for-profit entities.

Our Services and Approach

At Mitchell & Titus, we consider the employee benefit plan audit a distinct, priority engagement, and not just a secondary part of a larger corporate audit. Our team of dedicated professionals regularly monitor emerging GAAP, ERISA, and other relevant developments. They are trained to identify operational and regulatory issues, as well as accounting and audit issues, which affect you. Our professionals are also trained to recognize and understand the effect of a plan sponsor’s business transactions (e.g., such as mergers and acquisitions) on the operations and financial reporting obligations of benefit plans.

Entities Served

The breadth and diversity of our experience allows us to provide quality employee benefit plan services, including quality audit (full and limited scope), accounting (e.g., financial statement preparation), compliance review, claims review, and tax services (e.g., Form 5500 preparation) for benefit plans
such as:

  • 401(k) and 401(a) Plans
  • Traditional Pension Plans
  • Cash Balance Plans
  • Employee Stock Option Plans
  • Medical Benefit Plans
  • Disability Plans
  • Insurance Plans
  • Taft-Hartley Plans


Growth in the number of 401(k)-type plans and the number of participants in those plans, which increased sharply in the 1990s, has slowed in recent years, according to a study released by the nonpartisan Employee Benefit Research Institute (EBRI).

We believe that every client has a unique set of circumstances that require a tailored approach. Please contact us to learn how we can be of service to you.

Irene MarshallIrene R. Marshall
Partner (view bio)
215-561-4787