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Retirement Plan Audits

At Winter, Kloman, Moter & Repp, S.C., our value-added Retirement Plan Audit Service does more than ensure compliance with the Department of Labor (DOL) and Internal Revenue Services (IRS) regulations.

Our expertise allows us to go beyond the required steps of a basic audit. Our specialists help companies with more than 100 participants in their retirement plan not only fulfill DOL and IRS regulations, but also improve the administration of their plan. We work with business owners so that they are aware of their fiduciary responsibility to the retirement plan, and show them ways to minimize and protect themselves from that liability. As part of our comprehensive service, we will review your plan's documentation with you and work to ensure compliance, as well as point out areas for possible improvement.

With Winter, Kloman, Moter & Repp, S.C.'s retirement plan audit service, you can be sure that your plan follows the complex DOL and IRS rules and regulations, reducing fiduciary liability.

Our specialists audit the full range of retirement plans including:

Give us a call today for more information on how we can help you.