401k Audits – Omaha Lincoln (NE)

Nebraska ERISA Audits

401(k) plans have become one of the most popular retirement plan options offered by Omaha, Lincoln, and Nebraska companies. To attract new talent and retain existing employees, it’s essential to offer these plans as part of a comprehensive benefits package. 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.

Omaha ERISA Audit Experience

JLK Rosenberger remotely provides plan audits to over 50 benefit plans, including 401(k), defined benefit plans, ESOPs 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.

Omaha 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.
Omaha, NE

About Omaha (NE)

The Omaha business community is a testament to the Midwestern spirit of innovation, collaboration, and resilience. Nestled in the heart of Nebraska, Omaha is far more than a waypoint on the map of America’s heartland; it’s a bustling center of commerce and entrepreneurship, where the traditional values of hard work and integrity meet modern business practices and technological advancement. This blend has cultivated a robust and diverse economy, with strengths in finance, insurance, telecommunications, and transportation, among others.

At the forefront of Omaha’s economic landscape is its rich history in the finance sector, highlighted by the presence of Berkshire Hathaway, the multinational conglomerate led by Warren Buffett, often referred to as the “Oracle of Omaha.” This connection not only brings a global financial spotlight to the city but also sets a tone of financial acumen and stability within the local business community. Furthermore, the city’s financial services sector is bolstered by a strong presence of banking, investment firms, and insurance companies, making it a central hub for financial activities in the Midwest.

Contact Our Omaha 401k Audit Team

JLK Rosenberger provides 401(k) plan and other benefit plan audits in Omaha, Lincoln, and across Nebraska.  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.