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 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 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.
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.
About Colorado Springs (CO)
Colorado Springs is situated at the base of the Rocky Mountains, providing residents and visitors with access to a wide variety of outdoor activities, including hiking, skiing, and mountain biking. The city is also home to several popular attractions, including the Garden of the Gods, Pikes Peak, and the Cheyenne Mountain Zoo.
In addition to its outdoor activities, Colorado Springs has a strong military presence, with several military installations located in the area, including the United States Air Force Academy, Peterson Air Force Base, and Fort Carson. The city is also home to several defense contractors and other businesses that support the military industry.
Contact Our Colorado 401k Audit Team
JLK Rosenberger provides 401(k) plan and other benefit plan audits in Denver, Colorado Springs, and across Colorado. 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.