Employee Benefit Plans
Our service approach includes direct partner contact and frequent communication. While the complexities within this area are growing, we simplify the methodologies and results to ensure complete understanding.
Our Edge
To ensure we maintain a high level of service, our team is staffed with professionals solely dedicated to performing employee benefit audits.
Download BrochureService Offerings
401(k) and Defined Contribution Plan Audits
Health and Welfare Benefit Plan Audits
403(b) Tax-Sheltered Annuity Plan Audits
Form 5500 Preparation and Filing
Defined Benefit Plan Audits
Employee Stock Ownership Plan Audits (ESOP)
Consulting Services
- Internal Control Analysis
- Analysis of Plan Operations
- Advice on Cost Allocation Studies
- Fact Gathering of Plan Expenses
- Assistance with Review of Fiduciary Responsibilities
Insights
“Not only do they provide professional and timely audited services in this very regulated and complex arena, the Wiss team is always there to assist in planning and questions as applicable laws and regulations change. We continue to be very pleased with their services, especially their very timely responses to our inquiries. I can always rely on the Wiss engagement team!”
Ken Butkowski, CPA, Director, Corporate Tax and Payroll
Atlantic Health System
Get in Touch
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