Employee Benefit Plan Audits
Weiss & Company is uniquely equipped to meet the needs of companies who offer 401(k) and other employee benefit plans with audit services tailored to specific companies and industries, delivered by seasoned CPAs who are specialists in the field.
The Expertise You Need
While larger firms often regard EBP audit services as an afterthought, it’s a major practice area at Weiss, one we take very seriously. Two company partners, Chris Bozarth and Dennis Anderson, and 7-8 staff CPAs are dedicated to the business. Together, they complete dozens of audits annually for a wide range of EBPs, including:
- 401(k) plans
- Defined contribution and defined benefit plans
- Employee stock ownership plans (ESOP)
We are a longstanding member of the AICPA’s Employee Benefit Plan Audit Quality Center and take great pride in the depth of our expertise in the field. Our audit teams are exceptionally well versed in ERISA requirements and how to ensure compliance and mitigate risk while delivering audits that are timely, efficient, and cost-effective.
The Service You Deserve
The vast majority of our EBP clients stay with Weiss & Company year after year, and we believe the reason is simple. Our staff members do, too.
Our firm has always displayed unusually low employee turnover, which translates into EBP teams who are strongly committed to meeting our exceptional high standards of service. It also enables our clients to actually get to know their auditors – and build the kind of rapport and trust that underlies the best business relationships. That’s the key to the uncompromising service for which Weiss & Company is known. It’s what every client deserves. It’s what every client receives.
FAQ: Employee Benefit Plan Audits
Below are some of the most frequently asked questions we get regarding 401(k) and other EBP audits, and what distinguishes our services from other CPA firms.