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Employee benefit plans are great recruiting and retention tools, but they come with some serious responsibilities for plan sponsors: protecting the interests of the employees, managing the assets of the plan and complying with complex plan documents and IRS and Department of Labor regulations.

 

Because of the very unique and complex nature of employee benefit plans, plan auditors need to have specific experience and training to provide quality services to sponsors.

WK’s experienced Employee Benefit Plan (EBP) audit team can help you meet regulatory requirements and reduce the risk to your organization and anyone who serves as a fiduciary. Whether an annual audit is required or you’d like a plan checkup, we look forward to working together.

WK provides audit and consulting services to the following types of employee benefit plans:

  • Defined contribution plans such as profit-sharing and 401(k) plans
  • Defined benefit plans
  • Health Plans
  • 403(b) Plans
  • Governmental employee retirement and health systems

Our EBP service team members participate in annual training provided by the American Institute of Certified Public Accountants (AICPA), Missouri Society of Certified Public Accountants, SunGard Corbel and other sources. Additionally, WK is a member of the AICPA Governmental Audit Quality Center and Employee Benefit Plan Audit Quality Center, and we regularly participate in the Centers’ training programs. Our team typically receives a minimum of eight to 10 hours of CPE directly related to employee benefit plan audits annually.

Employee benefit plan checkups

In order to resolve difficult technical issues and provide better service to our clients, we subscribe to TAGdata.com, a Wolters Kluwer product. TAGdata.com is a resource pension and benefit professionals can use to access information and ask questions of research specialists and ERISA attorneys.

To learn more about WK audit services, please call (573) 442-6171 or (573) 635-6196 or e-mail information@williamskeepers.com.

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Due to the COVID-19 virus, WK is temporarily closed to the public through Friday, April 24, 2020.

Clients may share information with the firm in the following formats:

1.) use of the firm’s client secure, website based portal and LeapFile system for the delivery of electronic documents; and

2.) delivery to the firm using the United States Postal Service or another commercial delivery service.

Click here for a short message from WK Chairman Jeff Echelmeier, CPA

Clients can continue to call both offices during the hours of 8:00 a.m. until 5 p.m., Monday through Friday.

Please call 573-635-6196 (Jefferson City), or 573-442-6171 (Columbia) if you have questions.