Georgia ERISA Audits
401(k) plans have become one of the most popular retirement plan options offered by Atlanta and Georgia companies. To attract new talent and retain existing employees, it’s important to offer these plans as part of a comprehensive benefits package. Many face a challenge when the plan grows and meets the minimum requirement under a Department of Labor (DOL) ERISA Audit. Others that have been through a plan audit may have issues with their provider meeting deadlines, poor communication, or staff issues. To avoid these challenges, it’s important to work with a provider that has experience auditing 401(k) and other plans. This allows them to deliver value beyond the traditional audit through insights and best practices.
ERISA Audit Experience
JLK Rosenberger provides employee benefit plan audits to over 50 plans, including ERISA section 103(a)(3)(c) and full scope 401(k) plans, defined benefit plans, and Employee Stock Option Plan (ESOP) audits. Our expertise includes serving both single or multiple employer plans. We audit employee benefit plans with asset sizes ranging from $5M to $65M and a total participant count between 125 and 2,000. This diverse level of experience allows our team to deliver an audit that extends beyond the basic audit checklist.
Atlanta ERISA Audit Services
Our employee benefit plan audit services include:
- Comprehensive audit services, including testing participant account balances to verify their accuracy and completeness.
- Form 5500 preparation and review.
- ERISA and DOL reporting requirements.
- Plan design options information and recommendations.
Atlanta, GA
About Atlanta (GA)
Atlanta’s business community is vibrant and diverse, with a strong entrepreneurial spirit and a significant corporate presence. The city is an economic powerhouse, hosting a mix of Fortune 500 companies and innovative startups across various industries, including logistics, film and television production, healthcare, and technology.
Known as the “Silicon Peach,” Atlanta is rapidly becoming a hub for technology and innovation. The environment here exceptionally supports startups, with numerous incubators and accelerators that help foster innovation, particularly in sectors like cybersecurity, health tech, and digital media.
Transportation and logistics also play a crucial role in Atlanta’s economy, largely due to Hartsfield-Jackson Atlanta International Airport, one of the busiest airports in the world. This connectivity facilitates both domestic and international business, making the city a strategic location for trade and commerce.
Contact Our Georgia 401k Audit Team
JLK Rosenberger provides 401(k) plan and other benefit plan audits in Atlanta and across Georgia. If you want to learn how we can assist you, complete the form below, and a team member will follow up with you promptly.
National Reach
JLK Rosenberger provides 401(k) and ERISA audit services to companies in Atlanta (GA), Baltimore (MD), Buffalo (NY), Charlotte (NC), Chicago (IL), Denver (CO), Des Moines (IA), Houston (TX), Indianapolis (IN), Little Rock (AR), Los Angeles (CA), Orlando (FL), Milwaukee (WI), Minneapolis (MN), Nashville (TN), New York City (NY), Omaha (NE), Providence (RI), Richmond (VA), Santa Fe (NM), Tampa (FL), and Washington (DC).