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MMA Audit Navigator™

Navigate the previously unknown

MMA Audit Navigator™ is a suite of services offering actionable insights—including one-on-one audit readiness consultation, thorough end-to-end education, and audit guidance.


civil investigations that occurred in FY2022


of investigations resulted in unpaid wages and civil penalties in FY2022


recovered for plans, participants, and beneficiaries in FY2022

Benefits of MMA Audit Navigator

MMA Audit Navigator gives you an opportunity to meet one-on-one with a former Department of Labor (DOL) investigator to complete a detailed compliance audit.


  • Evaluate a plan’s compliance and readiness should an audit occur
  • Uncover potential liabilities within your unique plan and business
  • Demonstrate compliance with fiduciary due diligence through audit reporting and follow-up actions
  • Gain knowledge through end-to-end compliance education


MMA Audit Navigator features

A DOL audit readiness consultation allows your organization an opportunity to position itself for success if confronted with a DOL audit.

Immediate guidance

If you receive an audit letter from the DOL, we’ll be there to help develop a response.

Compliance support

You’ll improve and maintain compliance within your unique business landscape through actionable steps.

On-site compliance reviews

We’ll conduct an on-site compliance review modeled to align with the Employee Benefits Security Administration’s (EBSA) enforcement manual.

Requirements education

You’ll be guided through the primary Internal Revenue Code plan administration requirements in addition to 92 other issues.

Detailed analysis reporting

A final report is produced and presented to the plan committee that includes detailed analysis showing each compliance obligation and a status opinion.

Summarizing your current position

You get a summary report that details what is being done well, what needs to be monitored, and what needs to be addressed with corrective actions.

Meet Frank, MMA’s national ERISA consulting leader.

Frank Bitzer

National ERISA Consulting Leader
Loveland, OH

Meet a MMA audit navigator specialist.

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