Angie Whiteside is a senior manager in Wipfli’s employee benefits services practice. Angie works primarily in the administration and consultation of 401(k) plans, profit sharing plans, money purchase pension plans, employee stock ownership plans, 403(b) plans, and cafeteria plans. She was instrumental in the development of the daily valuation trading system at Wipfli. In addition, Angie continues to improve the efficiency of the trading system through the automation of several key processes.
- Plan record keeping
- Trust accounting
- Consultation
- Plan compliance auditing
- IRS and DOL compliance services
- Report preparation
- Plan document and amendment preparation
- Daily valuations
- Employee meetings and communication
- Certified Public Accountant
- American Institute of Certified Public Accountants (AICPA) - Member
- Wisconsin Institute of Certified Public Accountants (WICPA) - Member
- United Way Emerging Leaders of Eau Claire - Member
University of Wisconsin-Eau Claire
- Bachelor of business administration degree with a comprehensive accounting major
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