Retirement Plan Audits – Milwaukee (WI)
Many Milwaukee and Wisconsin companies offer a retirement plan to provide employees with an opportunity to build retirement savings over their careers. While an important benefit option and savings tool, there are several regulations from both the IRS and the Department of Labor (DOL) which must be followed. While compliance for small plans (less than 100 employees) is easier to navigate, large plans (more than 100 participants) face far more complex regulations. As outlined in the Employee Retirement Income Security Act (ERISA) large plan sponsors are required to undergo an annual plan audit. These audits provide assurance to plan management and participants about the financial condition of the plan.
Wisconsin 401(k) Plan Audit Experience
Keiter CPAs provides employee benefit plan audit services to businesses in Milwaukee and across the State of Wisconsin. We audit over 100 employee retirement plans of various sizes including those sponsored by publicly held companies. Our team has significant experience addressing the audit needs of defined benefit and defined contribution plans including 401(k) and 403(b) plans. Our services extend to both full-scope audits and the new ERISA Section 103(a)(3)(c) audit which replaces the limited scope audit type.
Milwaukee ERISA Audit Services
- Limited & Full Scope Audits
- DOL Form 5500 Preparation
- Audits Requiring an SEC Form 11K Submission
- Defined Benefit & Defined Contribution Plans
- SAS 136 Compliance Including the New ERISA Section 103(a)(3)(c) Format
- Plan Mergers, Acquisitions & Spinoffs
- ERISA Compliance Issues
Map of Milwaukee (WI) – 53202
About Milwaukee (WI)
Milwaukee, Wisconsin, has a diverse and evolving business community with strong roots in manufacturing, technology, healthcare, and education. Historically known for its brewing industry, Milwaukee has diversified into sectors such as advanced manufacturing, automation, and precision tools, with major companies like Harley-Davidson and Rockwell Automation headquartered in the city. The healthcare and life sciences industries also play a significant role, with institutions like the Medical College of Wisconsin and Froedtert Health contributing to medical research and innovation. The city’s growing tech scene is supported by a number of startups and established firms focusing on IT, fintech, and biotechnology. Milwaukee’s business environment is further bolstered by a skilled workforce, a central location, and proximity to major markets, making it an attractive destination for both established businesses and new ventures. The area code used in Milwaukee (WI) is 414.