Request for Proposals | Employee Benefit Plan Audit (EBPA) Services

Posted: Nov 04, 2019 11:59


Auditing, Finance and Accounting


B Corp

At Fors Marsh Group (FMG), we combine the power of science and strategy to improve people’s lives. Each day, we work with institutions and organizations that seek to understand or influence behavior, drive action on an organizational, national or global scale, and create a positive impact on the world. FMG was created with the vision of becoming a refreshingly different type of research and consulting firm by solving challenges through solutions steeped in scientific theory, methodological rigor, and creativity. This vision has shaped core capabilities led by experts in their field, which include communications, human capital management, digital marketing and design and data science. As a Certified B Corporation and 2018 AMA Top 50 Market Research Company, FMG’s positive impact extends far beyond our client portfolio. FMG makes a difference in our office communities through pro bono service to nonprofits that are aligned with FMG’s corporate values.


FMG is seeking a full-service Certified Public Accounting (CPA) firm to perform a limited-scope, employee benefit plan audit, specifically around our defined-contribution (401k) pension plan, in accordance with Employee Retirement Income Security Act (ERISA) requirements as well as Internal Revenue Service (IRS) and Department of Labor (DOL) regulatory guidance. Services required under this engagement will be for the plan year ending December 31st, 2019. Please note, during this plan year, FMG changed the Plan’s 3(16) administrative fiduciary and changed the Plan’s trustee/custodian, so please be sure the audit scope encompasses such, accordingly. FMG prefers these services to be delivered on or after May 1st, 2020, in order to meet the original filing deadline of July 31st, 2020, but is open to alternative timelines and schedules provided Offerors can meet the extended filing deadline of October 15th, 2020. For general information about the FMG 401(k) Plan, Offerors can review our most recent Form 5550 filing via DOL EFAST2. If additional plan-specific information is required to appropriate scope services and propose pricing or for any questions and clarifications regarding this solicitation, Offerors may contact David Gerber via e-mail (


Proposal must be submitted to David Gerber, Director of Finance ( and Christina Daugherty, Director of Human Resources ( no later than close of business on Monday, November 18th, 2019.  As part of their proposal, Offerors must provide their latest peer/system review report from their state or local administering entity.


Required Qualifications of Offerors:

  • B-Corp certification
  • Member of the American Institute of Certified Public Accountants (AICPA)


Preferred Qualifications of Offerors:

  • Small Business Concern designation: SB, SDB, WOSB, MOSB, VOSB, SDVOSB, HUBZone, and/or 8(a)
  • Member of the AICPA's Employee Benefit Plan Audit Quality Center (EBPAQC)