Employee Benefit Plan Services

Employee benefit plan trustees and administrators have a fiduciary duty to ensure the financial integrity of the plan. This responsibility includes hiring a quality auditor.

Hantzmon Wiebel’s dedicated employee benefit plan audit team has the specific training and experience necessary to perform these complex, specialized audits at the highest quality level. We understand the many nuances of ERISA laws and regulations and know what to look for to ensure that your plan remains in compliance. We identify plan inefficiencies and offer ways to improve plan operations, processes, and systems.

Employee benefit plan auditor presenting to clients

As part of our commitment to this area of practice, we invest the time, energy and resources to do it right. Our membership with the AICPA Employee Benefit Plan Audit Quality Center provides continuing professional education and extensive training to our staff. One of our team members, a former plan administrator, has earned the retirement plans associate (RPA) designation from the International Foundation of Employee Benefit Plans.

We make ourselves available for questions and consulting throughout the year and pride ourselves on proactive communication with clients. Even if your plan size does not require an audit, our team can review your plan and provide feedback about how to improved it. We can help prevent potential problems — or correct existing ones — as well as represent clients in IRS or Department of Labor audits.

Our Employee Benefit Plan Audit Services Cover:

  • 401(k) Plans
  • 403(b) Plans
  • Defined Benefit Plans
  • Defined Contribution Plans
  • SEP and SIMPLE Plans
  • Profit Sharing Plans
  • ESOPs
  • Preparation of Form 5500

For more information about our employee benefit plan services, please contact:

Partners:

Richard M. Busofsky, CPA
Kevin L. Keller, CPA
Jennifer S. Lehman, CPA, CGMA

Managers:

Matthew W. Hale, CPA
Celia J. Lankford, CPA
Brittany S. Maynard, CPA

Jyoti A. Saggar, CPA

American Institute of CPAs (AICPA) Member Logo

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