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At Wegner LLP, CPAs & Consultants, we understand that performing employee benefit plan audits requires a specialized team of professionals, not audit generalists. Wegner LLP has an extensive and diversified employee benefit plan audit practice. Our Employee Benefit Plan Audit Group has over 50 years of combined audit experience. Our philosophy of assigning experienced professionals to each of our engagements ensures our clients benefit from our expertise and our ability to provide quality audits efficiently.
When is an Audit Needed?
Generally, federal law requires employee benefit plans with 100 or more participants as defined by ERISA to have audited financial statements attached to their Form 5500 filings. Smaller plans may also need to have an audit if they do not meet certain conditions exempting them from the audit requirement.
Why Wegner's Employee Benefit Plan Audit Group?
We are committed to performing quality pension plan audits. Wegner is a member of the American Institute of Certified Public Accountants (AICPA) Employee Benefit Plan Audit Quality Center (EBPAQC), a firm-based voluntary membership center for firms that audit employee benefit plans. The EBPAQC provides members with timely communication of regulatory developments, best practices guidance, and technical updates. Our team members receive over 20 hours in continuing education on a yearly basis focused only on employee benefit plan audits led by nationally recognized experts in the area.
Our business approach to the auditing concept provides that we obtain an in-depth understanding of your plan and how it affects your employees. The audit is tailored to your needs and goals, and will include compliance testing to ensure that you are meeting the many requirements of ERISA, IRS and DOL regulations. You will receive the benefit of a close-working relationship while retaining the objectivity, independence, and continuity expected from an independent Certified Public Accounting firm.
We can assist in these areas:
- Auditing and assurance services
- Preparation of Required IRS and DOL Filings
- Representation in Dealing with the IRS/DOL
- Design/Implementation of Internal Controls
- Plan Compliance Issues and Resulting Corrections
Meet Our Team Members
- Bruce Mayer, MBA, CPA, CFP®, Partner
- David Odahl, CPA, Manager
- Kristine Boerboom, CPA, CMA, MBA, Supervisor
- Michael Larson, Senior Accountant
- Steve Kleiss, MBA, Senior Accountant
Plan Resources
Current topics
For more information, please contact:
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