WRS has over 30 years of experience serving our clients. We serve our clients with a high level of personal attention and dedication. We thrive on building long-term relationships and providing outstanding service.

Employee Benefit Plan Audits

Our employee benefit plan department has over 20 years of experience in assisting clients with:

• Profit sharing plans

• 401(k) plans

• IRAs

• Simplified Employee Pension (SEP) Plans

• SIMPLE Plans

• Health and welfare plans

• Cafeteria plans

We can assist employers in determining what type plan is best for you by looking at your particular situation and goals. WRS will also assist in the set up of the plan for you.  Our firm also assists with plan administration, including the day to day operations, distributions, calculation of contributions, preparation of participant statements and Summary Annual Report, and preparation and electronic submission of Form 5500.

Larger employee benefit plans (generally those with 100 participants or more) are required to undergo an audit annually.  As a member of the AICPA Employee Benefit Plan Audit Quality Center, our firm has the expertise and experience required to accurately and efficiently perform these audits for profit sharing plans, 401(k) plans, and health and welfare plans.

If you would like to discuss further the employee benefit plan services that WRS can provide, please contact Cindy Savage at csavage@wrscpa.com or 205-345-5860.