Title text

Retirement Plan Audits

Title Image

Contact us today

Elizabeth Kaiser, CPA, CGMA

Work Life

Areas of Specialization
Liz specializes in accounting, tax, consulting and auditing services for closely-held corporations. She works with a variety of service and manufacturing companies and is responsible for coordinating and conducting financial audits, as well as assisting in tax planning and consulting. Liz heads up and works extensively in our retirement plan audit service area.

Professional Experience
Liz worked for two local accounting firms in Illinois & Wisconsin before joining WKMR in 1987.

Professional Associations
AICPA, WICPA

Real Life

Education
BS, Accounting, Northern Illinois University - 1980

Community Service
Liz has served on the Finance Committee of several not-for-profit organizations. She also provides volunteer accounting services for a local not-for-profit organization.

Interests
Liz enjoys reading, traveling, and spending time with her nieces and nephews.

Close
  

Amanda McNutt, CPA

Work Life

Areas of Specialization
Amanda specializes in retirement plan auditing and has also worked in not-for-profit auditing. In addition, Amanda also provides assistance to businesses requiring out-of-state and multi-state tax services.

Professional Experience
Amanda worked as an intern for WKMR before joining the firm full time in 2005 after graduating from the University of Wisconsin - Whitewater.

Professional Associations
AICPA, WICPA, Waukesha County Business Alliance Young Professionals Committee Member

Real Life

Education
BBA, Accounting, University of Wisconsin - Whitewater - 2005 MPA, University of Wisconsin - Whitewater – 2006, Licensed as a CPA in Wisconsin and Illinois

Community Service
Amanda assists her local fire department with the department's accounting needs.  She volunteered as a licensed EMT for her local community from August 2009 until December 2013. She served as Treasurer for the Lake Area Free Clinic from January 2010 through December 2014.

Interests
Amanda enjoys spending time with her family. She enjoys outdoor activities, specifically ATVing, hunting and gardening.

Close
  

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.

We are members of the American Institute of Certified Public Accountants (AICPA) Employee Benefit Plan Audit Quality Center. Winter, Kloman, Moter & Repp, S.C. joined the Employee Benefit Plan Audit Quality Center to gain access to comprehensive resources that assist us in further enhancing the quality of your employee benefit plan audit. The membership provides us with timely information on a variety of technical, legislative and regulatory subjects that we can inturn apply to your employee benefit plan audit to help ensure compliance with the appropriate standards and changes in regulations.

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:

  • 401(k)
  • Pension Plans
  • Profit Sharing Plans
  • Health and Welfare Plans

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