EBP Participant

Simplify sending confirmations to employee benefit plan participants

Employee Benefit Plan Participant

Obtaining confirmation responses from plan participants is one of the biggest industry challenges in Employee Benefit Plan (EBP) audits, though doing so remains a best practice recommended by the US Department of Labor. Confirmation.com’s online platform simplifies the way accounting firms manage EBP confirmations.

With a wide variety of fields to confirm data from plan participants, manage the process with our all-in-one solution using these features and tools:

  • Upload data – Upload numerous data fields including participant address, contribution percentage, loan balance, hire date and more.
  • Verify mailing addresses – Utilize the built-in address lookup feature to help verify the participant’s mailing address.
  • Track all your requests – We fulfill paper confirmations, allowing you to easily track all requests in one place.
  • Online or mail response option – Allows participants to choose their preferred response method.

EBP Starter Kit

View our EPB kit and start sending EBP confirmations today.

EBP Starter Kit

EBP Confirmations

Electronic–Simplifies the process of sending and collecting participant responses by allowing you to conveniently manage the process within the system.

Out-of-network Electronic Confirmation

Paper-based–Allows you to easily fulfill paper requests within the same powerful system. Submit your request and we’ll take it from there. Responses are returned to the address on file within Confirmation.com, or responders can reply electronically directly through the system.

Out-of-network Paper Confirmation

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One platform for all your audit confirmations

Auditors send millions of requests worldwide to their clients' banks, law firms and suppliers. Online confirmations make this process simple.

  • Access our server from anywhere
  • Protect your clients against fraud
  • Receive fast turnarounds on confirmations
  • Easy-to-use interface
  • Access our server from anywhere
  • Protect your clients agains fraud
  • Receive fast turnarounds on confirmations
  • Confirmation types
    Start seeing the benefits of fast turnarounds, smart online security, and continued success.
    An investment that's worth it
    $0.00 per month
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