Warady & Davis - Industries

Employee Benefit Plans

Warady & Davis LLP is a cost-effective Employee Benefit Plan audit alternative. We audit a significant number of employee benefit plans annually - you can depend on our experience. As the 21st largest CPA firm in the Chicago area, we have a team of CPAs that specialize in employee benefit audits. We audit plans with investments of less than $1 million to more than $20,000,000+.

»Expertise. WD has 60+ years of practical experience auditing employee benefit plans for commercial, not-for-profits and governmental organizations. We allocate substantial resources to ensure our staff is trained in audit procedures and disclosure requirements unique to the benefit plan industry. We provide extensive training for new staff and continuing education for experienced staff. Because of this emphasis and our firm culture that leads to high staff retention, you can expect to see continuity in the staff assigned to your audit.

»Commitment to Quality. To demonstrate our commitment to quality benefit plan audits, we are a member of AICPA's Employee Benefit Plan Audit Quality Center (EBPAQC). That means we subject ourselves to additional scrutiny so that we can ensure we maintain the highest level of audit quality.

»Competitive Pricing. As a large local firm, our billing rates are typically less than those charged by regional and national firms. Coupled with our expertise, WD is very competitive with pricing on plan audits.  

»Smooth Transition. Don't let concerns about start-up time keep you from engaging us to conduct your employee benefit plan audits. We realize that the time and energy expended during a transition are concerns and we have developed a methodology that makes the change worthwhile. We can make that promise because we have a dedicated staff that is specifically trained to conduct employee benefit plan audits - they know what they are doing and ask targeted, relevant questions.

Types of Plans:


» Defined Benefit Pension Plans
» Defined Contribution Pension Plans
» Profit Sharing Plans
» 401(K) Plans
» Employee Stock Ownership Plans
» Health and Welfare Plans
» 403(b) Plans