Employee Benefit Services

Ensure compliance. Minimize risk.

Retirement Plan Design, Compliance and Record Keeping Services

Wipfli offers solutions so your retirement plan meets the business goals of the employer as well as the personal needs of the plan participants. Services cover everything from plan design and investment program selection, through implementation and record keeping, to IRS and Department of Labor compliance.

Plan Design, Record Keeping, and Compliance
Plan Design, Record Keeping, and Compliance

Selecting and implementing a retirement plan that’s right for your company’s business goals and right for you and your employee’s personal financial goals is essential to your business’ success.

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Investment Advisory and Fiduciary Services
Investment Advisory and Fiduciary Services

We place your best interests first.  Learn how our retirement plan consulting services can benefit your business.

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Plan Audit Services
Plan Audit Services

As a member of the AICPA’s Employee Benefit Plan Audit Quality Center, Wipfli’s benefit plan audit team provides benefit plan expertise that meets the higher quality standards of this Center and also meets the high standards expected by the Department of Labor.

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Cafeteria and Welfare Benefit Plans
Cafeteria and Welfare Benefit Plans

Wipfli is well-versed on all aspects of employer provided health and welfare benefit plans.

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Featured Expertise


Pamela Branshaw, CPA, CEBS

Pam Branshaw is responsible for the development of the employee benefits practice for Wipfli. She manages a firmwide staff that provides comprehensive recordkeeping services for over 600 retirement plans and 25 cafeteria plans, as well as providing consulting and plan document services to many other benefit plans.

Solutions

Employee Benefit Services
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Health Care Reform: Are You Ready?

Patient Protection and Affordable Care Act (PPACA) Information

The PPACA represents significant changes for employers and health care providers alike. Are you concerned about how your organization will be affected? Learn what additional requirements are needed to comply today, the timeline for future modifications, and what obstacles your organization may face down the road.