Employee Benefit Plans

Changes in tax and regulatory criteria and the need for exacting compliance make guiding Employee Benefit Plans complex. Wipfli/Bauerle’s team of experts can help.

By serving a diverse clientele across a wide range of industries, we’ve gained the knowledge necessary to handle plan accounting and tax issues while meeting the reporting and filing requirements of the Department of Labor (DOL) and Internal Revenue Service (IRS). Wipfli/Bauerle is a member of the American Institute of Certified Public Accountants’ (AICPA) Employee Benefit Plan Audit Quality Center, further ensuring that we are kept abreast of the current issues affecting employee benefit plans. Our areas of expertise include but are not limited to:

Types of Employee Benefit Plans

  • 401(k) Defined Contribution
  • Defined Benefit
  • Employee Stock Ownership Plan (ESOP)
  • Health & Welfare

Types of Employee Benefit Plan Services

  • Department of Labor or Internal Revenue Service audit representation
  • Employee Benefits planning and consulting
  • Form 5500 Annual Return/Report of Employee Benefit Plan Preparation and Review
  • Full or limited scope Employee Benefit Plan audits
  • Investment analysis
  • Summary annual reports

Are you a Plan Sponsor?

An employer’s choice to provide various benefits to its employees by sponsoring an employee benefit
plan can be a valuable decision providing incentives that contribute to the overall welfare of its employees
and often times leading to increased employee satisfaction and retention. However, employers
should be aware of the nature and complexities of their responsibilities when a plan is put in place.
…Read More by Lynne Smith, CPA


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