Employee Benefit Plan Audit Expertise
We have 25 years of experience performing EBP audits. We plan and execute our audits in a way that maximizes efficiency and quality, as well as offering your plan administrator and human resources personnel confidence in their plan reporting and management.
Employee Benefit Plan Audit Services
Our employee benefit plan audit services include:
Our EBP Experts
Our Principal-In-Charge of the Employee Benefit Plan Audit Practice, Debbie Ask, specializes in audits of all types of employee benefit plans, including 401(k), 401(a), 403(b), profit sharing, health, welfare and pension plans.
Her team of EBP specialists stays current in this highly technical practice area by attending various continuing education programs, including the annual AICPA National Conference on Employee Benefit Plans and other relevant seminars
Our firm has very little turnover, meaning the same person will perform your employee benefit plan audit year after year. With John Waddell & Co., you don’t train your auditors.
Our Quality Commitment
As a member of the American Institute of CPAs' Employee Benefit Plan Audit Quality Center, we are committed to adhering to the highest quality standards by voluntarily agreeing to the Center's membership requirements, which include establishing quality control programs, performing annual internal inspection procedures, and making our peer review report findings publicly available.
Sources of Additional Information for Plan Administrators and Trustees
Form 5500 Update – E-filing requirement and Other 2009 Changes
Benefit Plan Fiduciary: Are You Aware of the New Fee Disclosures to be Reported to the DOL?
U.S. Department of Labor - Employee Benefits Security Administration, for the latest information on contribution safe harbors and e-filing requirements
Articles available for download:
403(b) Filing and Audit Requirements
EPBAQC On Monitoring Outsourced Functions
FAS 157 FAQs for Plan Sponsors
