Colorado ERISA Audits
401(k) plans have become one of the most popular retirement plan options offered by Denver, Colorado Springs, and Colorado 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.
What Our Clients Say…
Denver 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.
Denver, CO
About Colorado Springs (CO)
The business community in Colorado Springs is characterized by its dynamic blend of traditional sectors and emerging industries, all set against the backdrop of the city’s stunning natural scenery and a robust military presence. Key traditional sectors include aerospace and defense, thanks to the city’s military bases and the United States Air Force Academy, which have historically provided a stable economic foundation. Alongside these, Colorado Springs has seen growth in technology and cybersecurity, buoyed by its educated workforce and supportive business environment.
Contact Our Colorado 401k Audit Team
JLK Rosenberger provides 401(k) plans and other benefit plan audits in Denver, Colorado Springs, and across Colorado. 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).