Comply With DoL regulations
Employee Benefit Plan Audits
Organizations with 100 or more participants with account balances enrolled in an employee benefit plan (EBP) must file annual reports which include audited financial statements for the plan. The audit professionals at The Whitlock Co. will ensure compliance with this Department of Labor regulation.
Meet Your Annual EBPA Filing Requirements
AICPA EBP Audit Quality Center
The Whitlock Co. is committed to excellence as a member of this quality enhancement organization.
Auditor’s Report
Annual filings for employee benefit plans require audited financial statements in some cases. The audit is an independent verification of the financial records and reports associated with the plan which focuses on compliance with DoL and IRS regulations. The qualified auditors at The Whitlock Company can provide this service in addition to providing recommendations to improve plan compliance and processes.
Why Whitlock?
At Whitlock, our distinction lies in our deep understanding of regulatory requirements and our commitment to helping clients comprehend and apply them effectively. We strive to ensure that employees maximize their plans' benefits by offering timely reporting and unparalleled open communication.
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An employee benefit plan audit from trusted experts can give you assurance that your fiduciary responsibilities are adequate. Request a consultation with our team.