RETIREMENT PLAN & EMPLOYEE BENEFIT PLAN AUDITS

Offering benefits to your employees is a great way to attract and retain skilled team members. However, as a plan administrator offering a benefit plan also brings great fiduciary and compliance responsibility and the audit of your organization’s employee benefits plan is more than a compliance requirement. A benefit plan audit is an investment in protecting your organization from financial fraud and abuse. It’s also an opportunity to streamline processes and reduce unnecessary costs.

Our employee benefit plans team stays on top of current and newly developing rules and regulations of the Employee Retirement Income Security Act (ERISA), the Department of Labor, and the IRS. As a member of the AICPA Employee Benefit Plan Audit Quality Center, we have access to comprehensive resources to enhance the quality of your employee benefit plan audit. Each element of our experience allows us to continue to enhance the overall quality and success of our clients.

Our Retirement Plan & Employee Benefit Plan Audit services include:

  • 401(k), profit-sharing, and pension plans subject to the ERISA under the regulatory authority of the U.S. Department of Labor
  • Preparation of Form 5500 Annual Return
  • Assistance with IRS and DOL audits
  • Assessment and Recommendation of Benefit Service Providers
  • Review of Plan Documents and Operating Procedures
Brian Schepperley

Brian Schepperley

Practice Area Leader

Insights

Are You Taking Advantage of The Employee Retention Tax Credit?

Over the past nearly two years, businesses across the country, and the world, have been severely impacted by COVID-19. Throughout the course of the pandemic there have been numerous local, state, and national level legislative changes and implementations to aid in the...

Fall 2021 Non-Profit Newsletter

In this issue: Provider Relief Fund Updated Single Audit Requirements OMB Issues the 2021 Compliance Supplement Top Considerations for the Nonprofit Sector Breaking Down Barriers-and Silos: Addressing Leadership Challenges in a Remote Environment Blockchain in Privacy...

Tracking The Trends: Retirement Plan Benefits

Within the past couple of years, there has been a flurry of laws and regulations enacted to address the challenges workers face in saving sufficiently for retirement and provided short-term COVID-19 pandemic relief (financial and otherwise). Several legislative...

In addition to a great work environment, I enjoy the many perks the firm has to offer as well. From the Dress for Your Day policy, which allows staff more flexibility in their attire (jeans!) on days when professional dress is not required, to the firm’s Half Day Friday policy from Memorial Day through Labor Day! For me, more comfortable workdays and having additional time to spend with family and friends or get a head start on my weekend during the summer months are just some of the ways that Williams Overman Pierce helps provide me with work life balance.

Ryan Hill, Manager

One of the benefits I enjoy the most here at Williams Overman Pierce is the work life balance that unlimited PTO provides. Since there are increased work hours during busy season, having unlimited PTO gives me the flexibility to create my own schedule during the less busy time of the year to rest and recharge without being confined to a few set weeks of time off during the year.

Lindsay Morris, Senior Accountant

Williams Overman Pierce is a great place to work, but my colleagues are what keeps me here! I love the fact that we not only share our knowledge with one another but support each other as well. During my time with the firm, not only have I been able to build professional relationships, but my colleagues have become my friends and really care about me and my well-being.

Savannah Sutton, Staff Accountant

Here at Williams Overman Pierce I am not only provided with opportunities to grow and meet challenges, but provided the support system and career guidance to do so. I like knowing that I am in the driver seat when it comes to my career path and progression and that I will be rewarded and promoted based on how hard I work.

Jonathan Ritter, Senior Accountant

I enjoy working at Williams Overman Pierce, as it allows both staff and interns to have the flexibility to explore all industries and service lines offered by the firm. When I joined the firm I did not have experience with many of the services offered by the firm . Having the opportunity to explore and work on a variety of industries and service lines has allowed me to be in control of my career and focus on those that I have a passion for most as opposed to being stuck in one industry. To me, this is just one of the many reasons Williams Overman Pierce stands out from other firms.

Erica Propst, Staff Accountant

With over 2.5 years with the firm, the reason that keeps me at Williams Overman Pierce is the people that I work with and the clients that I work on. I am proud to spend my work days with some of the brightest people in the industry who push me on a daily basis to challenge myself all while supporting me and my career aspirations. I enjoy being able to work on a variety of clients and that my work makes an immediate impact.

Brooke Phillips, Staff Accountant

I enjoy working at Williams Overman Pierce for many reasons, but one of my favorite things about working here is the open door culture. I am not just a number and my contributions matter. I am always impressed by the firm’s leadership team for their willingness to listen to employees (from all levels) about their aspirations, visions for the firm and improvements that could be made to the firm and/or our processes to continue to make Williams Overman Pierce a great place to work.

Thomas Fiedler, Supervisor