“I don’t worry about training inexperienced auditors with Windham Brannon. Their team is experienced, solutions-driven and easy to work with. Their team is also consistent from year to year, so I don’t spend time retraining them on our business and processes.”

Former VP of Finance at Franchise Company

Employee Benefit Plans

The Windham Brannon Employee Benefit Plan Practice delivers specialized audit, accounting and tax expertise to meet the ERISA (Employee Retirement Income Security Act) compliance issues that are an integral part of administering an employee benefit plan. Our skilled professionals work with you and your staff to coordinate the process with your plan administrator, consultants, attorneys, custodians and participants. An audit by Windham Brannon will help ensure accurate and timely compliance with reporting requirements, reduce the risks associated with fiduciary responsibilities, and ensure that plans have sound internal controls.

Windham Brannon’s Employee Benefit Plan Practice delivers a wide range of services, including:

Audit
- 401(k) Plans
- 403(b) Plans
- 11-K filings
- Profit Sharing Plans
- ESOPs
- Defined Benefit Pension Plans
- Health & Welfare Plans
Advisory
- Advice on plan operations with recommendations on process and administrative improvements
- An understanding of the Department of Labor’s rule on timely remittance of participant contributions and how to develop a process that would be feasible to the plan sponsor
- Advice on uncertainties relating to correction of ERISA compliance matters on participant accounts
- Advice on matters related to pension plan accounting
- Advice on issues related to retired employees rehired as consultants
Form 5500 filings
SAS 70s for 401(k) record keepers and health claims administrators