We have experience providing limited and full-scope employee benefit plan. Our firm is a member of the AICPA Employee Benefit Plan Audit Quality Control Center – a voluntary membership that ensures members adhere to best practices in benefit plan audits.

We’re dedicated to providing quality ERISA audit services including audits of employee benefit plans for SEC reporting purposes while strictly adhering to the established guidelines.

The specialized requirements of ERISA can be difficult to understand, but our highly-experienced team will help you navigate the audit in an efficient, thorough, and cost-effective way.

Our team’s experience provides us with the tools we need to quickly identify problem areas and advise on solutions just as quickly. Working with PW Partners to complete your audit comes with many benefits. Not only will your audit be turned around quickly, but you’ll be able to get in touch with us at any time with questions or concerns. We also guarantee that you’ll see continuity in our experienced staff from year to year when you partner with PW Partners annually. That familiarity on both sides will help us understand your business needs and communication preferences for a seamless experience from the start.

It’s more important than ever for the accountants and auditors you work with to specialize in ERISA audits to be sure that you have the most successful and efficient experience. PW Partners has that expertise to provide you with the comprehensive service that every business deserves. We offer employee benefit plan audits of:

• MEPs (Multiple employer plans)
• 401(k) plans
• 403(b) plans
• Money purchase pension plans
• Defined benefit pension plans
• Cash balance pension plans
• ESOP’s
• Funded welfare benefit plans

We also offer Form 5500 preparation and review, representation in DOL and IRS examinations, and assistance with the RFP process to find plan service providers. Upon completion of the audit, you’ll receive a set of audited financial statements for your plan, complete with our auditor’s professional opinion, footnote disclosures, and supplemental schedules required under ERISA. We’ll attach these notes to the plan’s Form 5500 filing. All of the documentation and financials must be delivered in PDF format with an electronically filed Form 5500. If you have any questions about your ERISA audit, call us at 614-475-7560 to speak with an expert.