401k Audits – Columbia SC

South Carolina ERISA Audits

401(k) plans have become one of the most popular retirement plan options offered by Columbia and South Carolina companies. To attract new talent and retain existing employees, offering these plans as part of a comprehensive benefits package is essential. Many face challenges when the plan grows and meets the minimum requirement under a Department of Labor (DOL) ERISA Audit. Others who 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 plan audits to over 40 benefit plans, including 401(k), defined benefit plans, ESOP’s including ERISA Sec.103(a)(3)(C),  and full scope audits. We work with plans that are single or multiple employers and have experience serving plans with an 11K filing requirement. The firm audits benefit plans with asset sizes ranging from $5M to $65M and a total participant count between 125 and 2000. This diverse experience allows our team to deliver an audit that extends beyond the basic audit checklist.

Columbia ERISA Audit Services

Our 401(k) 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.
Columbia, SC

About Columbia (SC)

The Columbia business community narrative is a complex and multifaceted story that spans various regions named Columbia, including but not limited to places in South America and North America such as Columbia, South Carolina, or British Columbia in Canada. This narrative profoundly influences the local economy, cultural heritage, and global economic environment. Central to this story is an emphasis on innovation and entrepreneurship, with a strong push towards adopting new technologies and fostering startup cultures. This is particularly evident in areas with academic institutions that act as incubators for new ideas and businesses.

Moreover, the community is characterized by a commitment to sustainable development and social responsibility, reflecting a growing global trend towards ethical business practices. In regions with abundant natural resources, like British Columbia, there’s a notable focus on balancing economic growth with environmental preservation. Meanwhile, social enterprises and green technologies often take center stage in urban centers, aiming to address urban challenges while driving economic opportunities.

Contact Our South Carolina 401k Audit Team

JLK Rosenberger provides 401(k) plan and other benefit plan audits in Columbia and across South Carolina.  If you are interested in learning how we can assist you, complete the form below and a team member will follow up with you promptly.

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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).