Employee Benefit Plan Audits

Regulations surrounding benefit plan compliance become increasingly complex each year. Let Windes provide the expertise required to manage reporting requirements, changes in plan administration, and governmental regulations. For over 35 years, we have offered the employee benefit plan audit knowledge, commitment, and professional excellence plan sponsors need.

At Windes, you will always work with professionals who are experienced in employee benefit plan audits (ERISA) and thoroughly informed of current issues facing this highly regulated field. We attend the annual AICPA Employee Benefit Plan Conference and are one of several select members of the American Institute of Certified Public Accountants Employee Benefit Plan Audit Quality Center, a membership center for eligible CPA firms that perform employee benefit plan audits. All staff are given annual training and regular updates to ensure that the technical demands of employee benefit plan audit quality are met.

We audit over 80 plans, including pension plans, 401(k) plans, employee stock ownership plans, and health and welfare plans, and offer competitive rates and a commitment to providing quality professional service. We have access to significant resources, including the technical expertise of the professionals in our Employee Benefit Services department, who provide complete design, documentation, and administration services for employee benefit plans. With valuable insights, specialized expertise, and a commitment to benefit plan compliance, Windes is the best choice for your employee benefit plan audit needs.

Complimentary Plan Audit Quote
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For more information, please contact:
Marilyn A. Thompson, CPA Partner, ERISA Audit & Assurance Services

Marilyn A. Thompson, CPA, MST

Meet the Windes ERISA team
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