Tennessee ERISA Audits
401(k) plans have become one of the most popular retirement plan options offered by Nashville and Tennessee 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 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.
Nashville 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.
Nashville, TN
Contact Our Tennessee 401k Audit Team
JLK Rosenberger provides 401(k) plan and other benefit plan audits in Nashville and across Tennessee. 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.
About Nashville (TN)
The Nashville business community is a dynamic and rapidly growing ecosystem characterized by its diverse industries and robust economic development. Known for its deep roots in music and entertainment, Nashville has expanded its economic base to include healthcare, finance, education, and technology. The healthcare industry, in particular, stands out as a significant driver of the local economy, with numerous hospitals, research institutions, and healthcare companies headquartered in the city. Additionally, Nashville’s strategic location and business-friendly environment have attracted many startups and established corporations, fostering a culture of innovation and entrepreneurship.
A well-developed infrastructure, a skilled workforce, and strong support from local government and business organizations support the city’s vibrant business climate. This supportive environment has led to significant investments in commercial real estate and the expansion of various business districts. Furthermore, Nashville’s reputation as a cultural hub and its high quality of life have made it an attractive destination for talent from across the country.
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).
