Assurance and Accounting

Our Assurance and Accounting Service Offerings

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International Financial Reporting and Multinational Organizations

Why Withum

Assurance and Accounting Services are the cornerstone of our firm helping stakeholders in your organization such as owners and investors, boards of directors, audit committees, lenders, management, customers, and vendors with accurate financial data to carry out their duties and make informed business decisions.

50+ Years of SEC Experience

Withum became one of the first non-national accounting firms to voluntarily join the AICPA SEC Practice Section and the Private Companies Practice Section. We have participated in the AICPA peer review program, passing all peer reviews.

PCAOB Inspected

Withum subjects its SEC public company and broker-dealer practices to periodic inspection by the Public Company Accounting and Oversight Board (PCAOB) and is committed to working with the PCAOB to enhance audit quality.

Dedicated Team of Professionals

Our dedicated team members possess the expertise necessary to give the stakeholders confidence in financial information.

Connect with Our Leaders

John-Mortenson_Web
Office Partner-in-Charge, Partner, Practice Leader, Service Leader
East Brunswick, NJ
Michael-Kulick_Web
Partner
Whippany, NJ
Ed'OConnell_Web
Partner, Service Leader
East Brunswick, NJ
Jarrod-Rhen_Web
Partner
Princeton, NJ – Corporate Headquarters
Al-Erdmann_Web
Partner
New York, NY

Related Insights

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Meeting Minutes: Crucial Fiduciary Documentation

This comment is among the most common findings cited in ERISA audits each year. While meeting minutes are often viewed simply as a record of plan changes or updates, their importance goes far beyond documentation. Properly maintained meeting minutes provide clear evidence that a plan sponsor is fulfilling its fiduciary responsibilities by reviewing key plan…

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2026 ERISA Compliance Calendar: Key Deadlines and Requirements

Being a retirement plan sponsor means staying ahead of numerous annual compliance deadlines. This is essential to avoid penalties and ensure participants receive timely and accurate information. This 2026 calendar outlines key ERISA deadlines for calendar-year-end contributions and defined benefit plans, including required filings, participant notices, funding obligations and operational tasks. All dates reflect statutory…

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Lawmakers Introduce Bill to Simplify Form 5500 Reporting

On February 4, 2026, lawmakers introduced bipartisan legislation that would simplify the Form 5500 reporting process for employer sponsored retirement plans governed by ERISA. The proposed Form 5500 Filing Simplification Act is intended to reduce administrative complexity while maintaining the transparency and regulatory oversight relied upon by plan participants and federal agencies. Breaking Down the Latest Proposed…

Contact Us

For more information or to discuss your business needs, please connect with a member of our team.