Tait Weller serves as auditors for numerous pension plans including defined benefit plans, defined contribution (401k and 403b) plans, and profit sharing plans.

These pension plans are held by many of our not-for-profit clients as well as a number of our for-profit clients. In conjunction with the audits, we ensure that the required Form 5500 is prepared and filed timely for the plans.

Connect With a Tait Weller Expert

Harry DeVerter, CPA

Managing Partner
215-979-8802

Karen Vento, CPA

Partner
215-979-8813

Ken Badasarian, CPA

Partner
215-979-8851

Bill Lipkus, CPA

Partner
732-510-7506