Employee Benefit Plan Audits

The IRS requires companies and nonprofit organizations with over 100 eligible employees, regardless of their participation, to undergo an annual plan audit. Ensuring compliance with this requirement is crucial for your business’s financial health and regulatory standing.

At DWD CPAs & Advisors, we specialize in providing employee benefit plan audits. Annually, our team audits over 40 plans.  We recognize that fulfilling this audit requirement can often feel overwhelming and time-consuming. That’s why our dedicated team of professionals is committed to streamlining the entire process, making it as efficient as possible.

Our approach to 401(k) audits is designed with your convenience in mind. We handle the entire audit remotely, allowing you to focus on what you do best—running your business—while we take care of the complexities of the audit. With DWD CPAs & Advisors, you can rest assured that your audit will be conducted with precision, professionalism, and minimal disruption to your daily operations.

Investment Custodians

Our experienced team works with a wide range of investment custodians.

 

John Hancock   Principal   Fidelity   Empower  Great-West 

If you would like to learn more about DWD’s employee benefit plan audits, please contact us for a complimentary consultation.

Assurance Tax Advisory Services

Looking for a new auditor?

We offer fixed fee agreements which are based on the size of the plan.

Fixed Fee Pricing

AICPA Employee Benefit Plan Audit Quality Center

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.

I am so pleased we selected DWD as our auditors.  Rest assured, our audit is always completed smoothly and our 5500 is filed on time.

Photo of Who Audits Your Employee Benefit Plan? . Photo of Who Audits Your Employee Benefit Plan? 
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Who Audits Your Employee Benefit Plan? 
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Does Your Benefit Plan Require An Audit Under New Guidance? 
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Does Your Employee Benefit Plan Require An Audit?
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