Benefit Plan Audit

We are committed to our retirement plan audit clients and take extraordinary care in conducting these services and in meeting the objectives of these engagements. Providing such services represents a major part of our business, not just fill-in work, as is the case with many large regional firms. We provide high quality, personalized attention to the needs of the clients that we serve. Generally, Federal law requires the organization that has an employee benefit plan with 100 or more participants to have an audit as part of their obligation to file an annual return/report (Form 5500). Our experienced employee benefit plan auditors assist you with the following services:

  • Defined contribution retirement plans (thrift or savings plans, including 401(k) and 403(b) arrangements, profit-sharing plans, money purchase pension plans, stock bonus and employee stock ownership plans, and certain target benefit plans)
  • Defined benefit pension plans (pension equity plans, cash balance plans)
  • Union-represented plans
  • Multiemployer plans
  • Multiple employer plans
  • Health and Welfare plans (defined benefit or defined contribution)
  • Master Trusts
  • Full-scope audits
  • Limited-scope audits


Our audit approach differs from other public accounting firms because we focus on the significant systems and controls that produce financial statements, rather than numerical recordings.  Once reviewed and evaluated, these procedures enable us to design an efficient and cost-effective audit program that is truly tailored to the system.

AICPA Wipfli/JOSEPH EVE is a member of the AICPA Employee Benefit Plan Audit Quality Center.

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