Pension Plans
We have longstanding experience auditing employee benefit plans and have
committed significant resources to ensuring the quality execution of those
engagements. We are members of the Employee Benefit Plan Audit Quality
Center of the American Institute of Certified Public Accountants and, as
such, are committed to quality and training standards that set us apart
from other service providers. We hold an annual full-day of training for
the entire audit department specifically on employee benefit plan audits
and our benefit plan practice leader consults with engagement teams
throughout the audit process as needed. This means that our personnel
are trained and aware of the unique issues for these types of audits.
We audit a variety of retirement and other benefit plans with ERISA audit
requirements including:
- 401(k) Plan
- Profit sharing Plan
- Money Purchase Plan
- Defined Benefit Plans
- Employee Stock Ownership Plan (ESOP)
For more information on our pension plan practice, please contact Anthony T.
Carideo, Jr., CPA, Member of the Firm, at 617.428.5405 or via email at
acarideo@wolfandco.com.