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Our Experience

Wolf & Company offers employee benefit plan auditing services to ensure compliance with Department of Labor and Internal Revenue Service regulations. As one of the top one regional accounting firms in the northeast, we know that not all benefit plan audits are created equal. Wolf 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. Specifically, we have experience with 401(k) plans, defined benefit plans, employee stock ownership plans, 403(b) plans, and profit sharing plans.

Our Approach

Here at Wolf & Company, we understand that plan participants want assurance that their retirement benefits are secure. As the regulations on employee benefit plans become more stringent, Wolf's benefit plan audit programs are updated to incorporate this. Significant Owner-level involvement and specialized staff training results in an audit that minimizes the demands on your operations. Working with your other ERISA consultants, we help ease concerns you may have about your fiduciary responsibilities, sharing our operational insights and offering appropriate recommendations.

Wolf & Company can audit all types of benefit plans including:

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

Services include:

  • Financial Statement Audit & Review
  • Assistance with DOL compliance
  • Preparation of Forms 5500
  • Review Operational compliance based on plan documents