Employee benefit plan audits

As employee benefit plan audit CPAs, we have an experienced and diversified employee benefit plan team that adheres to the highest professional and industry standards. Working with Walthall, you can expect us to help with the design and implementation of plans, selecting investment advisers and third-party administrators, and monitoring plan performance.

Employee benefit plan resources

Top retirement plan issues whitepaper
How to prepare for an EBP audit whitepaper
What to expect from an EBP audit scribe video

The clients we serve range from $500,000 to $700 million in investments, from one participant to 10,0000 participants, and single employer to multi-employer plans. Regardless of plan, we are committed to delivering both a quality audit and stellar client service.

Our analyses and recommendations will consider not only your needs, buthttps://www.walthall.com/wp-content/uploads/2015/04/Preparing-for-an-EBP-audit.pdf what makes sense for you. We provide the decision-making tools you need to monitor your plan’s goals as well as provide you with information for tax, accounting, compliance, and other reporting needs.

Walthall’s employee benefit plan specialists stay current on industry developments through ongoing continuing education, membership in national organizations, and attending national conferences. They work with attorneys, TPAs, investment advisers, human resources, and other professionals to obtain an in-depth understanding of your plan and how it affects your employees. Then, they tailor the audit to meet your needs and goals. We also include compliance testing to ensure that you are meeting the many requirements of Pension Benefit Guaranty Group, ERISA, IRS, and DOL regulations. Even though we work closely with our clients, we maintain the objectivity, independence, and continuity needed from an independent CPA firm. 

We help clients with an array of employee benefit plan audit services for a variety of plans:

  • Defined contribution –  401(k) and profit sharingAICPA-Web-EBPAC-Member_center_blue
  • Defined benefit pension – pension and cash balance
  • Union-represented plans
  • Health and welfare 
  • Full-scope ifebp
  • Limited-scope
  • Form 5500 and Form 990 filings 

Our membership in the AICPA Employee Benefit Plan Audit Quality Center and the International Foundation of Employee Benefit Plans further demonstrates our commitment to excellence and the highest standards in the performance of employee benefit plans. 

Learn how we help our clients, testimonials, and case studies: