When an employee benefit plan requires an audit, one of the most important fiduciary responsibilities is the selection of an independent, qualified public accountant. Hiring the right firm requires consideration of licensing and independence rules as well as the auditor’s experience and professional development, including specific employee benefit plan audit experience and continuing professional education.
Employee benefit audit plans are more than obligatory requirements. Incomplete or mishandled audits result in serious compliance issues. Unwind the complexity of understanding the performance of employee benefit plans with the tools and expertise of dedicated professionals.
Each year, Wipfli audits over 700 employee benefit plans with as few as 100 or as many as 50,000 participants and several billion dollars in assets. Our expertise and services include preparation of Form 5500, 401(k) plans, 403(b) plans, defined benefit plans, and public companies with 11-K filings.
Holly Kohl, CPAHolly 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.