Employee Benefit Plan Audit

The Internal Revenue Service requires companies and nonprofit organizations with over 100 eligible employees, regardless of participation, receive an annual audit of the plan. 

DWD audits employee benefit plans and pension plans for both initial year plans that are required by the IRS to have additional audit procedures performed as well as on-going plans that are administered by a CPA or TPA firm that is not permitted to audit the plan due to conflict of interest issues.

DWD is a member of the American Institute of Certified Public Accountants (AICPA) Employee Benefit Plan Audit Quality Center for CPA Firms. This membership is available to firms who demonstrate a commitment to employee benefit plan audit quality and raise awareness of the importance of employee benefit plan audits.  Established in 2004, this center provides the guidelines and tools that CPAs need to perform high quality benefit plan audits.

"DWD has provided annual audits and tax filings for Bowmar LLC since 2010.  Their accounting and tax knowledge has been valuable.  We have appreciated their willingness to dive deeply into…"

Bix Benson, Chairman

Bowmar, LLC