BENEFIT PLAN SERVICES
QUALITY AUDITS, MEANINGFUL INSIGHT, AND REDUCED FRUSTRATION…We understand our benefit plan clients!
- Specially trained & dedicated professionals
- Remote or on-site service all year round
- On-time completion
- Focus on compliance plus improved internal controls
- Will work with your TPA
- Member of AICPA Employee Benefit Plan Audit Quality Center
In an era of heightened regulatory scrutiny, Whitinger & Company brings expertise and technical knowledge to deliver assurance services that give you confidence.
TYPES OF EMPLOYEE BENEFIT PLANS:
- 401(k)
- Health & Welfare Plans
- Defined Benefit
- Profit-sharing plans
- 403(b) tax-sheltered annuity plans
- Money Purchase Pension
- Multi-employer Plans
BENEFIT PLAN SERVICES OFFERED:
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Fiduciary Obligations Overview
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Preparation of Federal Tax form 5500
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Guidance to assist the business owner in maximizing their benefit from the plan
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Guidance on compliance requirements set forth by the Department of Labor and the Internal Revenue Service
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Audit of financial statements
Whitinger & Company is a member of the American Institute of Certified Public Accountants (AICPA) Employee Benefit Plan Audit Quality Center for CPA firms. This membership is available to firms who demonstrate a commitment to employee benefit plan audit quality and raise awareness of the importance of employee benefit plan audits. Established in 2004, this center provides the guidelines and tools that CPAs need to perform high quality benefit plan audits.
Our Benefit Plan Services Group Leadership:
The employee benefit plan team at Whitinger & Company includes consultants who offer independent judgment and a deep familiarity with the many factors vital to a successful benefit plan. Our proven solutions and expertise demonstrate our goal to deliver practical, timely and affordable services. Use the contact form below to reach out to our Benefit Plan Team.
