401k Audits – Milwaukee Green Bay (WI)

Wisconsin ERISA Audits

401(k) plans have become one of the most popular retirement plan options offered by Milwaukee, Green Bay, and Wisconsin 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 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.

ERISA Audit Experience

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

Milwaukee 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.
Milwaukee, WI

About Milwaukee (WI)

Milwaukee is a major center for business and commerce, with several major industries including manufacturing, healthcare, and finance. The city is home to several well-known companies, including Harley-Davidson and Northwestern Mutual.

Milwaukee has a humid continental climate, with cold, snowy winters and warm summers. Average temperatures range from the mid-teens Fahrenheit (-10 Celsius) during the winter months to the mid-70s Fahrenheit (24 Celsius) during the summer. The city receives moderate precipitation throughout the year, with the majority of its snowfall occurring during the winter months.

Contact Our Wisconsin 401k Audit Team

JLK Rosenberger provides 401(k) plan and other benefit plan audits in Milwaukee, Green Bay, and across Wisconsin  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.