EMPLOYEE BENEFIT PLAN SERVICES

 

As an employee benefit plan trustee or administrator, you have a fiduciary duty to ensure the financial integrity of the plan — and hiring a quality auditor is part of that responsibility.

 

Let Hantzmon Wiebel be your employee benefit plan auditor of choice. Our dedicated employee benefit plan audit team has the specific training and experience necessary to perform these complex, specialized audits at the highest quality level. We understand the many nuances of ERISA laws and regulations, and know what to look for to ensure that your plan is in compliance. We are also able to spot plan inefficiencies and can offer ways to improve plan operations, processes, and systems.

As part of our commitment to this area of practice, we invest the time, energy, and resources to do it right. We are members of the AICPA Employee Benefit Plan Audit Quality Center, which provides continuing professional education and extensive training to our staff. One of our team members, a former plan administrator, has earned the retirement plans associate (RPA) designation from the International Foundation of Employee Benefit Plans.

 

We’re also available for questions and consulting throughout the year, and pride ourselves on proactive communication with clients. Even if your plan is too small to require an audit, our team can review your plan and provide you with feedback about how it might be improved. We can help prevent potential problems — or correct existing ones — as well as represent clients in IRS or Department of Labor audits.

 

 

401(k) plans

403(b) plans

Defined benefit plans

Defined contribution plans

SEP and SIMPLE plans

Profit sharing plans

ESOPs

Preparation of Form 5500

 

For more information about our employee benefit plan services, please contact:

 

Partners:

Richard M. Busofsky, CPA

Kevin L. Keller, CPA

Jennifer S. Lehman, CPA, CGMA

 

Manager:

Matthew W. Hale, CPA

 

 

 

 

 

Our employee benefit plan audit services cover:

 

© 2017 Hantzmon Wiebel LLP. All Rights Reserved.

818 East Jefferson Street    Charlottesville, Virginia 22902

P 434.296.2156    F 434.977.4629

Office Hours: Monday – Friday, 8:00 AM – 5:00 PM