Employee Benefit Plan Audits

We audit over 75 Taft-Hartley Plans, 401(k), and 403(b) plans. These plans are both single-employer and multi-employer plans and with total plan assets ranging from under $1 million to over $200 million.


WCS understands the regulatory challenges of employee benefit plans. We provide our clients peace of mind by assisting them in complying with filing requirements; and providing recommendations for internal control improvements and discussions of best practices.

Our dedicated team of employee benefit plan professionals has in-depth technical knowledge of GAAP, ERISA, and DOL requirements. The teams’ vast experience allows them to quickly gain understanding and insight into your specific plan providing increased audit efficiencies.

We work with and have continuous communication with your other employee benefit plan service providers, including third-party administrators, lawyers, actuaries, and other consultants that work with your fund, which means that you get the best services possible.

We are proud to be an American Institute of CPAs (AICPA) Employee Benefit Plan Audit Quality Center member firm.

Our detail-oriented approach results in the timely filing of Form 5500s and Form 990s.

Our employee benefit plan audit services include:

  • Audits of Health and Welfare Plans
  • Audits of 401(k) and 403(b) Plans
  • Audits of Defined Contribution Pension Plans
  • Audits of Defined Benefit Pension Plans
  • Audits of Employer Stock Ownership Plans (ESOPs)
  • Payroll Audits
  • Tax preparation, Forms 5500 and 990

To learn more about our Employee Benefit Plan Audit services contact David Crisp, Partner, CPA – DavidC@wcscpa.com.or phone 410.339.6464

The Department of Labor (DOL) has begun the process of sending letters to plan administrators of employee benefit plans across the country to discuss the importance of having a quality plan audit performed. Click the link below to read more about our commitment to quality and why auditor selection matters.

Commitment to Quality – Why Auditor Selection Matters  (click to view)