Attest Services

Audits of Employee Benefit Plans and Pension Plans

Businesses and nonprofit organizations that provide an employee benefit plan and have at least 100 people eligible to participate in the plan, are required by the Internal Revenue Service to have the plan audited.

DWD audits employee benefit plans and pension plans for:

• Initial year plans that are required by the IRS to have additional audit procedures performed
• On-going plans that are administered by a CPA or (TPA) firm that is not permitted to audit the plan due to conflict of interest issues

Choosing an Auditor or Accountant to Provide Attest Services

Please consider the following features when choosing an accountant to perform your organization’s attest services:

• The accessibility and responsiveness of the firm’s personnel. DWD’s staff works in teams to better serve our clients. More than one individual will be responsible for and familiar with your organization and its needs. If one person is not available to take your call, another member of the team will be glad to assist you. You can be assured that we will always work with your personnel in a courteous and professional manner.
• The importance of the experience and depth of knowledge a firm has in the nonprofit area. In 2006 alone, DWD provided more than 6,000 hours of service to the nonprofit community. Our staff annually attends continuing education programs related to nonprofit organizations, including national conferences presented by the American Institute of Certified Public Accountants.
• The involvement of the Director/Partner serving your organization. DWD’s policy is to provide dedicated involvement of the Director in charge of the engagement. We utilize a mix of experienced and junior staff on the fieldwork in order to perform the engagement in a few days rather than send only a junior person who might spend a week or more performing the work. We find that this approach serves to minimize disruptions to you and your staff.
• The firm’s ability to take a pro-active stance in relation to your organization; its ability to identify opportunities and to help your organization to benefit from those opportunities. DWD’s decades of experience serving businesses and nonprofit organizations and its on-going training allow us to identify and make additional suggestions with regard to internal accounting controls and accounting efficiencies.
• The firm’s ability to add value to its services. Many firms can provide you with a standard report. DWD provides the report and also includes a letter addressing observations made during the audit and recommendations for improving the organization’s cost effectiveness, promoting accounting efficiency and control, and maximizing the organization’s resources.

Contact us for more information on DWD's attest services.