Employee Benefit
Plan Audits

Protecting


Your Plan

Retirement plans are intricate. As the plan sponsor, you execute the legal responsibilities of the plan. You’re trusted to keep the plan in good standing. Ensure your co-workers will reap the benefits. As experts in employee benefit plan audits, we know the Department of Labor (DOL) and IRS requirements of your plan. Which reports and forms you need to file.

We analyze and evaluate financial statements and supporting schedules. Eligibility. Contributions. Distributions. Prohibited transactions. We show you where operations could be improved. Where to strengthen controls. How to achieve greater plan efficiency. We work to protect your plan participants and the plan’s financial integrity. We find out whether plan funds are available to pay benefits now, tomorrow, and farther down the road. So you can determine the right course of action.

GOING BEYOND BASICS


OUR EMPLOYEE BENEFIT PLAN AUDIT SERVICES

  • Plan Financial Statements – Evaluation & Analysis
  • Form 5500 – Preparation & Review
  • Form 990 Preparation
  • Internal Controls & Plan Operations Assessment
  • Operational Recommendations
  • Fraud Detection & Prevention
  • ERISA, DOL & IRS Compliance
  • DOL Audit Assistance

Let Windroot Help You

Get the attention and expertise you deserve.

Contact us if you're ready to get started or would like more information regarding our audit services.


WHO WE SERVE

Our firm is in Schaumberg, IL. Most of our clients are located in the surrounding areas. But our reach expands across all 50 states.

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Does Your Retirement Plan Need An Audit In 2021?

commited to


Client Satisfaction

Last year, 1000+ small business owners connected with Windroot to save time, money, and stress.

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The is a complimentary resource that allows clients to exchange important documents and information with Windroot CPAs.

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