Employee Benefit Services
Ensure compliance. Minimize risk.
Wipfli offers solutions so your retirement plan meets the business goals of the employer as well as the personal needs of the plan participants. Services cover everything from plan design and investment program selection, through implementation and record keeping, to IRS and Department of Labor compliance.
Plan Design, Record Keeping, and Compliance
Selecting and implementing a retirement plan that’s right for your company’s business goals and right for you and your employee’s personal financial goals is essential to your business’ success.
Investment Advisory and Fiduciary Services
We place your best interests first. Learn how our retirement plan consulting services can benefit your business.
Plan Audit Services
As a member of the AICPA’s Employee Benefit Plan Audit Quality Center, Wipfli’s benefit plan audit team provides benefit plan expertise that meets the higher quality standards of this Center and also meets the high standards expected by the Department of Labor.
Cafeteria and Welfare Benefit Plans
Wipfli is well-versed on all aspects of employer provided health and welfare benefit plans.