Advisory
Navigate operational, regulatory, and strategic challenges with straightforward guidance that helps you move in the right direction.
What we do
Going Beyond Compliance
We deliver high‑quality employee benefit plan audits that give you confidence in your plan’s operations and compliance. Our streamlined, technology‑enabled process reduces the workload for HR, total rewards, and finance teams. We focus on producing accurate, quality audit results grounded in ERISA, DOL, and AICPA standards.
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Perform Full‑Scope Employee Benefit Plan AuditsWe audit 401(k), 403(b), pension, and other ERISA plans, reviewing plan operations, participant transactions, internal controls, and financial statement disclosures.
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Complete Required Regulatory & Compliance ProceduresWe execute all procedures required under DOL, including eligibility, contributions, distributions, investment valuation, and audit work supporting Form 5500 filings.
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Audit Plans of All Sizes & StructuresWe audit plans ranging from first‑year filers to large, complex plans with more than 200,000 participants – adjusting our audit approach to each plan’s design and provider setup.
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Provide Actionable Operational FindingsWe identify process‑level improvements tied to participant activity, administrative workflows, and alignment with plan document and regulatory requirements.
why wolf & company
Confidence in a Complex Audit Environment
Our approach reflects the level of care and attention benefit plans demand – supporting compliance, accountability, and stakeholder confidence.
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Coordination With Major Plan Service ProvidersWe work directly with leading record keepers and administrators – using auditor access where granted – to collect plan data and required documentation efficiently. -
AICPA EBPAQC MemberWe participate in the AICPA’s Employee Benefit Plan Audit Quality Center, reinforcing adherence to specialized audit standards for benefit plans. -
Risk-Based Approach to Insights & RecommendationsOur audit process includes observations around plan operations, documentation, and compliance practices, highlighting areas that may need attention.
Our core services
Solutions Shaped Around Your Goals
We take the time to understand your objectives and challenges, providing thoughtful, integrated support across service lines that strengthen operations, manage risk, and support long‑term growth.
Experience the Difference in How We Work
Being independent allows us to focus completely on you, making thoughtful decisions rooted in trust and integrity.
Client Testimonials
When we originally looked for a new audit relationship, we were searching for a firm that would put in the effort to understand not only our business, but our culture…
Client Testimonials
At our company, we rely on advisors who understand both the numbers and the business behind them. Wolf & Company P.C. has been a trusted audit and tax partner…
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Insights & Thought Leadership
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Is Your Audit Ready for the Future? How Wolf is Transforming Manufacturing, Distribution, and Retail Audits
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