401k Audits – Concord (NH)

New Hampshire ERISA Audits

401(k) plans have become one of the most popular retirement plan options offered by Concord and New Hampshire 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 plan audits to over 40 benefit plans, including 401(k), defined benefit plans, ESOP’s including limited 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 provides audits for benefit plans with asset sizes ranging from $5M to $65M and a total participant count between 125 and 2000. This diverse level of experience allows our team to deliver an audit that extends beyond the basic audit checklist.

Concord 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.
Concord, NH

About Concord (NH)

Concord’s business community benefits from its strategic location. Situated in central New Hampshire, the city serves as a regional hub, attracting businesses from various sectors. The city’s proximity to major highways and its accessible transportation infrastructure make it a convenient location for commerce, attracting companies looking to establish a presence in the region.

The healthcare sector plays a significant role in Concord’s business community. The city is home to renowned medical facilities, including Concord Hospital, which provides quality healthcare services to the region. The healthcare industry not only contributes to the local economy but also creates job opportunities and supports the well-being of the community.

Concord’s business community also embraces the importance of education and innovation. The city is home to several higher education institutions, including the University of New Hampshire School of Law and NHTI, Concord’s Community College. These institutions collaborate with local businesses and organizations, fostering a spirit of entrepreneurship, research, and development.

Contact Our New Hampshire 401k Audit Team

JLK Rosenberger provides 401(k) plan and other benefit plan audits in Concord and across New Hampshire.  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.