Dallas ERISA Audits
401(k) plans have become one of the most popular retirement plan options offered by Dallas and Texas 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.
Dallas 401k Audit Experience
JLK Rosenberger provides plan audits to over 30 Dallas benefit plan sponsors, including 401(k), defined benefit plans, ESOP’s including ERISA Section 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 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.
Contact Our Dallas 401k Audit Team
JLK Rosenberger provides 401(k) plan and other benefit plan audits in Dallas and across Texas. 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.