Employee Benefit Plan Services - Weaver Benefit Plan... · Employee Benefit Plan Services Audits of...
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Employee Benefit Plan Services Audits of employee benefit plans are an important part of Weaver’s practice. We audit more than 200 plans throughout Texas. Our experience includes numerous types of plans, including defined contribution plans (401[k], 403[b]), profit-sharing plans, employee stock ownership plans (ESOPs), defined benefit plans, and health and welfare plans. Characteristics of the employee benefit plans for which we currently provide assurance and compliance services include: ⊲ More than 200 employee benefit plan audits for more than 170 clients, including several plans participating in a master trust arrangement and plans that require a SEC Form 11-K filing ⊲ Audited plan assets range from <$1 million for plans sponsored by privately-held companies and nonprofit entities to more than $5 billion for plans sponsored by publicly traded companies ⊲ A full range of plans, from those sponsored by privately held companies with 100 participants to large, multi-state plans sponsored by publicly traded companies with more than 40,000 employees Whether you sponsor a single plan for 100 local participants or multiple flexible plans for 10,000+ employees across the country — or are anywhere in between — Weaver has the expertise to efficiently and effectively audit your employee benefit plan every year. Our consistent approach, dedication to quality and years of employee benefit plan experience mean you can file your audited financial statements with confidence. We’re committed to providing audit team continuity from year to year, and the engagement team leadership remains accessible to you year-round. That means you can get answers when questions arise, from people who are familiar with your plan, organization and goals. Why Choose Weaver? Weaver’s employee benefit plan audit portfolio aggregates more than $25 billion in plan assets.
Transcript of Employee Benefit Plan Services - Weaver Benefit Plan... · Employee Benefit Plan Services Audits of...
Employee Benefit Plan Services
Audits of employee benefit plans are an important part of Weaver’s practice. We audit more than 200 plans throughout Texas. Our experience includes numerous types of plans, including defined contribution plans (401[k], 403[b]), profit-sharing plans, employee stock ownership plans (ESOPs), defined benefit plans, and health and welfare plans. Characteristics of the employee benefit plans for which we currently provide assurance and compliance services include:
⊲ More than 200 employee benefit plan audits for more than 170 clients, including several plans participating in a master trust arrangement and plans that require a SEC Form 11-K filing
⊲ Audited plan assets range from <$1 million for plans sponsored by privately-held companies and nonprofit entities to more than $5 billion for plans sponsored by publicly traded companies
⊲ A full range of plans, from those sponsored by privately held companies with 100 participants to large, multi-state plans sponsored by publicly traded companies with more than 40,000 employees
Whether you sponsor a single plan for 100 local participants or multiple flexible plans for 10,000+ employees across the country — or are anywhere in between — Weaver has the expertise to efficiently and effectively audit your employee benefit plan every year. Our consistent approach, dedication to quality and years of employee benefit plan experience mean you can file your audited financial statements with confidence. We’re committed to providing audit team continuity from year to year, and the engagement team leadership remains accessible to you year-round. That means you can get answers when questions arise, from people who are familiar with your plan, organization and goals.
Why Choose Weaver?
Weaver’s employee benefit plan audit portfolio aggregates more than $25 billion in plan assets.
Our Experience
Publicly Traded Companies ⊲ Waste Management ⊲ Stewart Title Company ⊲ Brunel ⊲ Halliburton ⊲ TRI Targa Resources ⊲ Noble Energy ⊲ Shell Oil Company ⊲ Chevron Phillips ⊲ Diamond Offshore ⊲ VALIC ⊲ Commercial Metals ⊲ Subsea7 ⊲ Nexeo Solutions ⊲ AZZ Incorporated ⊲ Bilfinger
For more information contact: Rance Buss, CPA Partner-in-Charge, Employee Benefit Plan Services 832.320.3410
Weaver offers the best of both worlds: the level of knowledge and experience you expect from a large national firm with the personalized service and reasonable rates you expect from a smaller, local firm. With Weaver, you don’t have to sacrifice quality and responsiveness for value. We call this the Weaver Difference.
Our use of advanced information technology streamlines engagements, enhances productivity and reduces the need for client assistance. By increasing audit efficiency, we help reduce your overall benefit plan costs.
We take pride in completing the audit around your busy schedule, with minimal interruption of your staff’s time. Weaver has employee benefit plan audit professionals in all seven Texas offices, as well as overall service leaders. With Weaver, you are working with professionals who attend benefit-plan–focused training, which results in more efficient, value-added, accurate audits that help you meet your fiduciary responsibilities.
In addition, our employee benefit plan services team conducts several internal training sessions each year to educate our team members on new employee benefit plan regulations, as well as provide best practice procedures to ensure our audits are conducted in the most effective and efficient manner.
© Copyright 2015, Weaver and Tidwell, L.L.P.
Weaver has offices in Austin, Dallas, Fort Worth, Houston, Los Angeles, Midland, San Antonio and Stamford. For more information visit weaver.com.
Representative Clients
Privately Held Companies ⊲ Dallas Stars ⊲ Stewart & Stevenson ⊲ Nexen Petroleum ⊲ Texon LP ⊲ David E. Harvey Builders ⊲ J.B. Poindexter ⊲ Sammons Enterprises ⊲ Fred Loya Insurance ⊲ TDIndustries ⊲ Houston Eye Associates ⊲ Menzies Aviation ⊲ Beck ⊲ Gold’s Gym ⊲ Carrington, Coleman,
Sloman & Blumenthal, L.L.P.
Nonprofit Organizations ⊲ Buckner International ⊲ Dallas Lighthouse for the
Blind ⊲ Head Start of Greater Dallas ⊲ Girl Scouts of Northeast
Texas ⊲ Odessa Fire Department ⊲ Texas Municipal Power
Agency Employees’ Pension Plan
⊲ Roman Catholic Diocese of Dallas
⊲ CCCS of Greater Dallas
