Angie Whiteside, CPA
Senior Manager
Angie Whiteside is a senior manager in Wipfli LLP’s employee benefits services practice. Angie works primarily in the administration and consultation of 401(k) plans, profit sharing plans, money purchase pension plans, employee stock ownership plans, 403(b) plans, and cafeteria plans. She was instrumental in the development of the daily valuation trading system at Wipfli. In addition, Angie continues to improve the efficiency of the trading system through the automation of several key processes.
Certifications
- Certified Public Accountant
Professional Memberships and Activities
- American Institute of Certified Public Accountants (AICPA) - Member
- Wisconsin Institute of Certified Public Accountants (WICPA) - Member
- United Way Emerging Leaders of Eau Claire - Member
Areas of Focus
- Plan record keeping
- Trust accounting
- Consultation
- Plan compliance auditing
- IRS and DOL compliance services
- Report preparation
- Plan document and amendment preparation
- Daily valuations
- Employee meetings and communication
Education
University of Wisconsin-Eau Claire- Bachelor of business administration degree with a comprehensive accounting major
Recent Insights
Articles
How to improve the health of your company retirement plan
Dec 15, 2021