We Meet Deadlines! 
- High technical standards
- Years of experience in preparing accurate and unbiased reports
- Leadership in coordination with plan sponsor and trustees
- Data extraction capabilities, increasing efficiency and effectiveness
Our emphasis is on cooperation and communication between the trustees, the actuary, you the employer and Wessel & Company.
Audits of financial statements of employee benefit plans must be performed not only in accordance with professional auditing standards, but in accordance with the Federal guidelines established by the U.S. Department of Labor under ERISA (the Employee Retirement Income Security Act). These guidelines proscribe not only the information to be presented, but specific audit procedures to be performed during the engagement.
Your benefit plan?s compliance to these rules should be trusted only to professionals that understand this specialty area, including the "80 to 120 Participant Rule" and the advantages of performing a limited scope audit rather than a full scope audit.
We understand the compliance rules and can provide you with confidence that your plan?s required financial reporting to the Department of Labor will be done in accordance with the law.
We have a dedicated team that performs:
- 401k plan audits, including limited and full scope audits
- 403b plan audits for not-for-profit organizations, including limited and full scope audits
- Defined benefit plan audits, including limited and full scope audits
- Employee stock ownership plan audits
- Preparation of Form 5500
We perform these employee benefit plan services for our audit and tax clients, as well as clients of other firms that do not have the necessary expertise.
Put our experienced and qualified professionals to work for you!
Our firm is a member of the American Institute of Certified Public Accountants' Employee Benefit Plan Audit Quality Center. The center provides our staff with instant access to the latest industry developments, best practices, and guidance. Our membership demonstrates our commitment to provide top notch service as a leader in this highly specialized industry.
If you would like to receive more information about our Employee Benefit Plan audit services, please call or email Thomas R. Seitz at tseitz@wesselcpa.com
