Plan Audit Services

The Department of Labor is not only concerned about your plan’s investments, operations, and compliance, but they are also concerned about the quality of your independent plan auditor. Wipfli’s benefit plan audit team provides benefit plan expertise that meets the higher quality standards of the AICPA's Employee Benefit Plan Audit Quality Center. Our membership in this Center ensures Wipfli’s benefit plan auditors are held to a high level of technical knowledge and accountability required by this Center, as well as the high standards expected by the Department of Labor. Wipfli’s service excellence standards further assure that you plan audit will be performed with superior customer service for a competitive price. Local, dedicated benefit plan audit specialists assure efficient, cost-effective audits.

Featured Expertise

Holly Kohl, CPA

Holly has 13 years of experience with specialized training and expertise in employee benefit plans related to audit, accounting, financial reporting, and regulatory compliance issues.  She has been instrumental in instituting Wipfli's well-developed and tailored audit approach.


Sandy Friess, CPA

Sandy's extensive background includes over 20 years of experience, including 13 years of audit and business consulting at a national public accounting firm, which has exposed her to numerous business entities, operations and situations within her specialization.