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The Kinds of Employee Benefit Plans We Work With

As one of the top regional accounting firms in the northeast, organizations have entrusted their employee benefit plan to Wolf & Company professionals. We have 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.

Services We Provide to Employee Benefit Plans

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 has designed our benefit plan services to support this. Significant Owner involvement and specialized staff training results in an engagement that minimizes the demands on your operations.

Services include:

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