Employee Benefit Plans

In today’s increasingly complex regulatory environment, plan sponsors need to balance a variety of issues to ensure compliance with Department of Labor and Internal Revenue Service regulations, while providing valuable benefits to their employees. They need a trusted advisor who understands that plan participants want assurance that their valuable retirement benefits are secure.

Wolf & Company has the skills, knowledge, and experience to provide a comprehensive, quality audit of your employee benefit plan and offer you valuable insight about your plan’s operational and compliance issues. We listen to your concerns and manage the audit process effectively by providing specially trained staff and significant Owner involvement. This results in a timely and efficient audit, minimizing the demands on your operations. Together with your other ERISA consultants, we help mitigate concerns you may have about fiduciary responsibilities by sharing our operational insights and offering appropriate recommendations.

We audit the following types of benefit plans, including:

• 401(k) plans
• Defined benefit plans
• Employee stock ownership plans
• 403(b) plans
• Profit sharing plans

Services include:

• Financial audits
• Assistance with DOL Compliance
• Preparation of Forms 5500
• Review Operational Compliance Based on Plan Documents

Our people consistently demonstrate our commitment to excellence in providing quality services to our clients – and our clients have chosen us over the last 100 years to serve their complex auditing needs.

Download a PDF to learn about our Employee Benefit Plan services.

Download a PDF to learn about 10 Common Employee Benefit Plan Issues.